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Sales account import fails due to an invalid user defined category

Check with your FCL or ERP system what the code is for the user defined category you're trying to import, then check that the same code exists in Safe Financials.

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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