Importing account balances

The batch import balance feature allows you to efficiently upload balance data for multiple accounts, currencies, and time points.

Navigate to the Accounts-Treasury list, and click "Add Balance" to access the Balance list.

Within the Balance list, select Import. Complete the provided template according to the system’s format, then upload the file to import the balance data.

You can track the import progress within the Balance list.

• If any records fail to import, you can download the error report, correct the issues, and re-upload the file.