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Specify new batch name when importing financial transactions

I import financial transactions on a monthly basis, and name that batch according to the month with which the transactions are associated.

When importing financial transactions, it asks "How would you like to handle imported transactions without a batch or a Chart of Accounts defined?"

Rather than having to go back after the import and rename "New Batch" to something more meaningful, it would be nice to be able to specify the name for the batch during the import process.

1 Comment

Hi Andrew

Thanks for your patience as we were away!

If you add a column to the file with "Batch Name" and specify a new batch name, if the batch name that you supply doesn't exist it will create a new batch with that name.

Hope this helps,