Is there a way to add in manual columns to the csv upload? ie the manual column that I had in excel, that shows a returns column to net against purchase, I was thinking of manually adding into the foundation template and the csv upload manually; can the csv upload pull in manual columns, ie am i just formatting it wrong, or is there another way to do this?
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I’m not quite sure I understand your question, @ctlee…
Are you using the “Basic Bank CSV” rules in the Import CSV Line Items workflow?
And you want the CSV rules to include a custom column unique to your workflow?
Hi Randy, Yes and yes, I don’t see the current basic CSV in the image form the link above but otherwise yes,
thanks for the awesome information.