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I like suggest the addition of template for importing bank and general journal transactions like you have for customer, vendor list alike. I like to also add that one should be able to import at least 100k lines of transactions. One should also be able to map columns.
Category: Data Migrations
STATUS DETAILS
Declined
Ideas Administrator

Thank you for your suggestion. 


From your description, we believe this functionality is already available in the standard product. The standard templates created were originally added because Rapid Start functionality wasn't available. Now that Rapid Start is included in the base application you can add any page you want as a template.

Best regards. This posting is provided "AS IS" with no warranties, and confers no rights.


Comments

K

We already have this functionality. It's called Data Exchange Framework and allows you to create/modify the file formats (data exchange definitions) used for importing/exporting bank statements, payments, salary transactions etc. in CSV, XML (even via API's etc.). Check out Cronus most localization have a few, if you want more examples check the Danish localization.

Category: Data Migrations