I’m batch creating journals w/ descriptions on the line, but I still have to edit the journal and check the “Column — Description” to actually show the description line. Is there a way to enable this column using the batch create upload?
Welcome to the forum @wdavis
The Copy to Clipboard button you see when trying to Batch create doesn’t expose all available columns, it only shows required and common columns.
If you want to see the field name for a checkbox, use Batch update and select a transaction that has the box checked and then Copy to Clipboard.
This will get you the column you want.
Hi,
Thanks for the info, but i used the Batch Update/Copy to clipboard on an existing journal. The only field I see that seems pertinent is “HasLineDescription”. The value is “TRUE”. I set this field value to “TRUE” in my Batch Create, but I still have to open the journal and check the box regardless to get the line descriptions to show.
Any additional advice, or resolution?
I can’t reproduce your issue. It’s working fine for me.
Please provide more information like:
- A screenshot of
Batch createPreview screen - A screenshot of your spreadsheet used for batch create
- The data type for the value “True”, i.e. text or boolean
- The Version and Edition of Manager
This is a clear example of not providing enough data/information. As a new user you are recommended to read the FAQ - Manager Forum . Except for the developer we are all users like you and to help each other you are kindly asked to:
Be specific. Do not just tell us a feature does not work. Explain what you have done and why you think there is an issue. If your question relates to an apparent software problem (rather than an accounting topic), tell us your operating system (including the version), Manager edition (desktop, server, or cloud), and exactly what you think is wrong. If possible, post screen shots illustrating the problem.
Your first post was ok, but your follow-up one should provide much more details. Thanks.
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Date Reference Currency ExchangeRate ExchangeRateIsInverse Narration Lines.1.Item Lines.1.InventoryLocation Lines.1.Account Lines.1.BankOrCashAccount Lines.1.AccountsReceivableCustomer Lines.1.AccountsReceivableSalesInvoice Lines.1.BillableExpenseCustomer Lines.1.BillableExpenseSalesInvoice Lines.1.AccountsPayableSupplier Lines.1.PurchaseInvoice Lines.1.WithholdingTaxPayableSupplier Lines.1.CapitalAccount Lines.1.SubAccount Lines.1.Employee Lines.1.SpecialAccount Lines.1.FixedAsset Lines.1.IntangibleAsset Lines.1.ExpenseClaimPayer Lines.1.Investment Lines.1.LineDescription Lines.1.Qty Lines.1.Debit Lines.1.Credit Lines.1.CurrencyAmount Lines.1.TaxCode Lines.1.Project Lines.1.Division Lines.2.Item Lines.2.InventoryLocation Lines.2.Account Lines.2.BankOrCashAccount Lines.2.AccountsReceivableCustomer Lines.2.AccountsReceivableSalesInvoice Lines.2.BillableExpenseCustomer Lines.2.BillableExpenseSalesInvoice Lines.2.AccountsPayableSupplier Lines.2.PurchaseInvoice Lines.2.WithholdingTaxPayableSupplier Lines.2.CapitalAccount Lines.2.SubAccount Lines.2.Employee Lines.2.SpecialAccount Lines.2.FixedAsset Lines.2.IntangibleAsset Lines.2.ExpenseClaimPayer Lines.2.Investment Lines.2.LineDescription Lines.2.Qty Lines.2.Debit Lines.2.Credit Lines.2.CurrencyAmount Lines.2.TaxCode Lines.2.Project Lines.2.Division Lines.3.Item Lines.3.InventoryLocation Lines.3.Account Lines.3.BankOrCashAccount Lines.3.AccountsReceivableCustomer Lines.3.AccountsReceivableSalesInvoice Lines.3.BillableExpenseCustomer Lines.3.BillableExpenseSalesInvoice Lines.3.AccountsPayableSupplier Lines.3.PurchaseInvoice Lines.3.WithholdingTaxPayableSupplier Lines.3.CapitalAccount Lines.3.SubAccount Lines.3.Employee Lines.3.SpecialAccount Lines.3.FixedAsset Lines.3.IntangibleAsset Lines.3.ExpenseClaimPayer Lines.3.Investment Lines.3.LineDescription Lines.3.Qty Lines.3.Debit Lines.3.Credit Lines.3.CurrencyAmount Lines.3.TaxCode Lines.3.Project Lines.3.Division ForTaxPurposesThisIs ItemColumn HasLineDescription QuantityColumn CustomTheme Theme HasJournalEntryFooters CashTransactionForCashFlowStatementPurposes AutomaticReference Key
9/20/2024 FALSE Deposit [Testin] - Testing 111e0a79-3b89-4e26-a3e7-04fd2264372d Testing Vendor Cash #33434 100.00 aadddaa2-69b5-4ee9-9ebb-4dafea645943 Testing Vendor Cash #33434 100.00 SaleOrSaleAdjustment FALSE TRUE FALSE FALSE FALSE TRUE FALSE
Version: 24.9.20.1858 [Cloud]
I have tested the data you provided and it turns out that the value for the field HasLineDescription is set to FALSE.
Ah, I think I found the issue. If I use Excel, format column widths, the values do not appear to line up correctly to the column. I’ll make some adjustments and report back my findings.
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Our external system had extra columns and didn’t push the values accordingly. Thanks @Ealfardan for validating/testing to help me identify the issue!
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I’m glad you found your solution. 
I will mark this topic closed then