Account Plan import

The Excel sheet (template) for importing the chart of accounts in the Administration module allows populating the detailed part of the chart of accounts.

Therefore, the structure part (groups) must already be present in the upper grid of the chart of accounts form.

Group Level Columns (1, 2, 3, 4, 5): In these columns, enter the codes for the various levels and sub-levels (up to five) where the accounts to be imported are to be placed.

WARNING, existing groups are searched for; the import does not create new groups.

Account / Detail account / Description: enter the code for the account and sub-account, as well as the description to be imported (in this case, the account / sub-account will be created with the code entered).

Description 2: it is possible to also fill in the second description (Optional) for the new account.

Account Type: fill in with the code of one of the account types already present in Fluentis to assign it to the new account that is being created.