COS JV Update

Process for Updating Cost of Service records with Journal Voucher data

1️⃣

Select Import from the cost_of_service_fees object

2️⃣

CSV includes headers, select Next

3️⃣

Select Yes to update existing records and match Fee Number column to the Fee Number Knack field and select Next

4️⃣

Deselect all Knack fields and check Fee Number field

and also select Journal Voucher ID, then select Next

5️⃣

Make sure the number of records importing matches your CSV. Select Add a default.

6️⃣

Set Import Date to today's date and select Start Import

All Done! Complete for each spreadsheet.