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Sales account failing to import due to Invalid User Defined Category "X".

You need to check with FCL/ERP what the code is for User Defined Category "X" that you're trying to import and then in Safe Financials check that the code exists.

To do this:

  1. Click Sales Ledger then click Set up.

  2. Check the user defined codes.

  3. To create a code, right click and select Create Record.

  4. Fill in the relevant fields and click Save.

  5. Reattempt the import.

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