Budgeting & Planning

Enhanced validation for Financial Planning Step imports

A .csv file that includes a matrix of organizations and accounts is now validated during import. The validation determines whether imported organizations and accounts are active for a given configuration set, and writeable for a given financial planning step. It also checks if the values (0,1,null) are correct. All other values are skipped. A message reports how many records were imported. If there is a mismatch, a list of unsuccessfully imported organizations is displayed in the Processing dialog box.