Export/Import Approval Units with Phased Submission — Cloud Customer Connect
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Export/Import Approval Units with Phased Submission

in Financial Consolidation and Close 2 comments

Summary:

We have approval units with approval groups assigned for phased submission. Owners vary between the AGs/phases and we are looking to simplify the maintenance. Using the Export function (Workflow > Import and Export > Export) the resulting file leaves the first six columns blank and is, therefore, unusable. Is there a way to export the AU/AG setup and then update the owners in a text file, rather than having to maintain in the FCC interface?

Content (please ensure you mask any confidential information): An example of the first few rows and columns of the file is below, showing Primary Member (Approval Unit) as blank in all rows.

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