Administrator's Guide

Accounting
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System Administrator Guide
12. Under General Accounts, select an option:
− No General Accounts does not add users to a General Account.
− Import Existing Accounts from File allows you to import accounts from your .csv file. Under
Imported heading, select the column heading from your .csv file to use for the General Account
ID and General Account Name.
Notes:
• Combine Account ID and Account Name in a single column. Use a colon (:) to separate Account
Name and Account ID. For example, 123:account_A.
• You can associate a user with multiple accounts. Separate the account names using a # symbol.
For example, 111:account_A#222:account_B.
13. Click Import.
Downloading a Sample File
You can download a sample file to see how to format your .csv file for import.
1. On the Accounting page, next to Users and Limits, click Edit.
2. From the Management Actions menu, select Download Sample.
3. Under Delimiting Character, select an option.
4. Under Language, select the language of the text in your .csv file.
5. Click Generate.
Exporting User Information
1. On the Accounting page, next to Users and Limits, click Edit.
2. From the Management Actions menu, select Export.
3. Under Delimiting Character, select an option.
4. Under Language, select the language of the text in your .csv file.
5. Click Export.
Assigning Users to an Account
1. On the Accounting page, next to Users and Limits, click Edit.
2. Select the check box next to the User ID of the user that you want to add to an account.
3. Under Action, click Access, Limits, & Accounts.
4. Click the Group Accounts tab or the General Accounts tab.
5. Select the check box next to the User ID of the user that you want to add to an account.
6. Click Apply.