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  • It worked! This community is wonderful! Thanks you so much for the help and the note about inline editing....I was going crazy trying to see if I could get it to work but the CSV import was the ticket. I appreciate your time and help!
  • I’m pulling a vendor list by going Lists – Relationships – Vendors. From that list I go to List View – Edit View and pull the information I want to change. Specifically, I want to update the “Default Expense Account” information that needs to be entered. I have inline editing enabled yet when I put the list in “Edit Mode”;…
  • I've got a question for the guru....I'm an administrator and I'm trying to upload functional expense coding to my vendors via inline editing but the functional expense header is locked when in "edit" view. Why is that particular header locked from being edited and how can I enable inline editing for that particular…