Build an import function into web-view similar to how the function works in database-view.
For example, upload a CSV file in FE NXT web-view, map fields to columns, then click import.
Our company currently oversees six different FE NXT databases and is looking to implement more. We are heavily dependent on spreadsheet imports and built our processes around database-view's import functionality before migrating to FE NXT. The Excel add-ins are good in theory, but we found them inefficient and ineffective in a multi-database and high-variable environment. For example, we must log out and log back into the Excel add-in every time we perform an import (i.e., even within the same company), completely remap the spreadsheet to the add-in table, wait for the spreadsheet to connect to FE NXT, delete blank table rows or add new table rows (i.e., if the Journal Entry exceeds 999 rows), add a batch description, click submit, and hope there are no errors. Errors usually have nothing to do with data entry. Rather, errors occur in the add-in's ability to connect to the FE database. The only way we've found to resolve these connection issues is to sign out of the Excel add-in, delete the "New Journal Entry Batch" worksheet, save the file, and start the mapping process over. After four months of trying to use the Excel add-in, we are returning to solely using the database-view import function.
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Guest
- Oct 26 2018
- Future consideration
Related ideas
This is No. 1 priority. without the import function, we will not be able to do our accounting posting. i.e. payroll, grant reporting and many others. Current webview didn't work.
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This is a crucial functionality. The Excel add in does not meet the requirements needed for me to import large CSV files. I was advised to continue to use the database view. This needs to be resolved before it is is no longer accessibly in the database view.
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Agree with everything noted here, but in addition, in database view I can assign different ledgers to identify what type of entry the data is for, i.e. payroll, investments, contributions and need similar functionality here. In the current version it only allows "journall entry as the type. Also, in database-view I can add to existing entries via import by identifying the journal entry # in a separate column.
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