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  1. UX Product
  2. UXPROD-1150

Exporting and importing finance record details via CSV

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    • Export/import of Financial Structures
    • Thunderjet
    • ghx-label-4

    Description

      Building the mechanisms that allow users to export Ledgers, Funds and Budgets for a given fiscal year to a CSV file. These will also allow users to import a csv file in a specific format in order to create/update Ledgers, Funds and Budgets for a given fiscal year.

      TestRail: Results

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            relates to

            New Feature - New feature requests UXPROD-199 The ability to import fund updates via csv file in order to bulk edit funds

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • In Refinement

            New Feature - New feature requests UXPROD-3620 The ability to EXPORT fund detail via csv file

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-701 Ability to export and import the associated Funds and Budgets for a certain Ledger

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
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                Dates

                  Created:
                  Updated:

                  TestRail: Runs

                    TestRail: Cases