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:
-
On the main toolbar, click
Finance & Administration
.
-
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.
-
In the left pane of the Finance & Administration page, click
.
-
Highlight the record to which you want to add a custom code reference, and on the grid toolbar, click
.
-
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.
-
In the Add New Reference dialog box, select the appropriate reference type and code value and click
OK.