SFM: How to Upload Your Own Chart of Accounts

SFM: How to Upload Your Own Chart of Accounts

The SFM Chart of Accounts can be managed and updated using Excel functionality. To ensure a smooth upload, please use the provided SFM Format.

Attached find the Standard Chart of Accounts: Includes a blank template, documentation, and a simplified version.

Importing the Chart of Accounts

  1. Access Chart of Accounts: Navigate to Current Year > Nominal > Chart of Accounts.
  2. Initiate Import: Click the Data Import Button and select Import Chart of Account.
  3. Upload File: Choose your Chart of Accounts Excel document and click Import.


Exporting Your Chart of Accounts

To export your current Chart of Accounts in the import template format:

  1. Click the Print Icon.
  2. Select Chart of Accounts.
  3. Tick Import Data Layout.
  4. Click Export.
  5. Select Microsoft Excel Worksheet.

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