Before you can start using eTASK.Property-Management, you must first create a chart of accounts. If you don’t want to create each account individually, you can use the Excel import feature.
Procedure in the FM Portal
Path to the starting point: Control Panel - Property Management - Property Accounting/Cost Entry - Chart of Accounts - General Ledger Accounts
In the toolbar under Export, click Import Template (Administrator only). An Excel import template will be created and made available for download.
Fill out the import template according to the instructions. 📄 Importvorlage für Sachkonten befüllen IC2262
Under Control Panel - Portal Options - Interfaces - Excel Data Import, select the completed import template and click Load List. 📄 Daten mithilfe von Excel importieren IC1109
Click Import Data.
The imported G/L accounts have been created.