Bulk Upload for Creditor Status
Can we have an upload feature to deactivate creditors with a bulk upload. If one does housekeeping at the end of a year, then it takes too long to deactivate many creditors one by one.
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Company
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Thermosash
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I need it...
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3 months
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We also would like some other fields to be added to the update creditor upload through TPR. We wanted to bulk update the "creditor account opened" field but it isn't downloaded in the report. Support did it in the back end but we had to log a support case.
Hi Susan,
Keep working with support on this. you might be able to turn abn validation
off or leave those fields blank, and the same with the addresses, just
clear the fields.. I'm not 100% but worth continuing to work with support
or to get a consultant involved.
cheers
Andrew
Hi Andrew
We found it, but unfortunately it does not work for NZ as it validates against Oz ABN numbers and Oz states for Addresses.
Thanks
Susan
Hi Susan,
Would you mind logging a support case for this? I suspect you may be able
to do this using the TPR upload functionality that allows you to bulk
upload changes to the Creditor File like addresses etc, it may allow you to
update the status field too. Lets investigate that for you via a case.
Cheers
Andrew