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The fields that are optional can be provided in the import file or updated from the journal entry record once the items have been imported into the system.
Due to the limitations of Excel, when users enter hyphens or forward slashes into a text field, Excel may interpret the value as a date. For example, the value “2-3” may be converted to the text representation date value, which displays as ”43864”. Similarly, when users enter leading zeros into a field, the leading zero may be removed. Users can now use the escape characters of “^^” to preface any values with hyphens, forward slashes or leading zeros. During the file import process, NorthScope will recognize the escape characters, automatically remove them and insert the value immediately following the escape characters.
Step 3: Saving the Template File
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