This feature allows Org Administrators to set the Designation Account Ending Balances for all Designations in their organization. This is intended as a middle option for those administrators that do not currently have an accounting integration.
Step 1: Browse to Backend Admin
Step 2: Download your organization's list of Designation IDs for the import file.
Step 3: Edit your Organization's details.
Step 4: Download a sample template and note the column headers (1). After you have prepared your import file using the Designation IDs from the prior step AND setting the balance accordingly, upload the file (2). You can then return to the screen in Step 2 and review all the account balances you just set.
Important Notes
#1: If a user has more than one designation for the account profile, they can deselect any designation they want removed from the calculation for the Dashboard.
#2: If your organization has an active accounting integration, you should not complete this import. If you do, your changes will be overwritten during the overnight syncing process.