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Status Idea Accepted - Gauging Support
Categories Nominal
Created by Guest
Created on Jun 19, 2019

Import journal transactions template usernumber field to be made mandatory:

When we use the import transactions functionality to upload a journal via the .csv template http://desktophelp.sage.co.uk/sage200/sage200standard/Content/CSV%20samples/NominalTransaction%20CSV.csv

I have noticed that the UserNumber field is not mandatory. As a result, if a user forgets to fill this in, the journal gets loaded with a user ID of 999, and there is no audit trail showing who posted the journal.

Is there any way of customising the import transactions process so that the usernumber is automatically populated with the user who is uploading the journal?

  • Jeff Smith
    May 2, 2025

    Ideally this should show the following:
    The User Number from the import File - This should be Optional - if left blank then should use the User Number of the Person running the import not just default to 999.
    The User who ran the import will need to be displayed separately as well as the import date for Audit use as this could be different from the transaction / posting dates & different from the transaction user listed in the file.