Add Custom Code References to Bing Imports

Use Bing Import in the Export, Import, & Maintenance submodule under Finance & Administration to add custom code references to Bing imports.

To use Bing Import in the Export, Import, & Maintenance submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To add a custom code reference to a Bing import:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company to which you want to add a custom code reference to Bing imports.
  3. In the left pane of the Finance & Administration page, click Export, Import & Maintenance > Bing Import.
  4. Highlight the record to which you want to add a custom code reference, and on the grid toolbar, click .
  5. In the right pane, click Add Custom Code Reference .
    Note: You can use this to add custom code references to import data on all tabs.
  6. In the Add New Reference dialog box, select the appropriate reference type and code value and click OK.