This operation involves the edit of more than one miscellaneous account through the upload of a file filled with the edited information.
NOTE: Only person(s) profiled as ‘Deputy Supreme Admin’ can carry out these operations
Here is how to carry out a bulk edit of miscellaneous account.
STEP 1: From the main dashboard, click on ‘CONTROL PANEL’. See an example below
➔ From the left hand side menu click on ‘Misc. Acc List’,
(fig. 8.4a)
➔ sort records by using the Page Entries, Bank Branches or Search as seen in the image below.
When the desired set of records to edit is displayed on screen, select the records you want download for bulk edit.
Proceed to click on the download button which drops down two options as seen below
➔ Click on Download for bulk edit and the displayed records are exported to an excel file and downloaded.
N.B. These records downloaded for ‘edit’ have an ID column in the excel file; this column must not be tampered with.
➔ After manually editing the records as desired,
STEP 2: From the left hand side menu click ‘Misc. Acc Bulk Upload (Edited)’. Check out fig. 8.4c below to see an example.
(fig. 8.4c)
➔ This displays a console as in fig. 8.4d . On the console, you select from your computer, the excel file filled with the edited information for the miscellaneous accounts to be uploaded.
STEP 2: Click on ‘Select misc. Acc Excel File’ to choose from your computer, the excel file which contains the data (according to specified requirement) of the edited miscellaneous accounts you want to upload. See fig. 8.4e below.
➔ If you are unsure of the file specification. Click on the ‘Misc Acc File Spec.’ to download an excel file (with pre-filled header columns according to the specification for files to be uploaded) where you can input the required data. See fig. 8.4f for an example. Note that this file specification differs from the file specification required for bulk creation.
➔ Open the downloaded file and fill it with the required data. Ensure you save the changes to the file. Renaming the file is optional but this will aid the identification of the file on your computer.
➔ Back on the Edited Misc. Account Bulk Upload console, click on ‘Select Misc. Acc Excel File’ to choose the new file.
➔ ➔ When the file is successfully added, the file name is displayed on the console.as in fig. 8.4g below.
➔ You can hide the console by clicking on ‘DISMISS CONSOLE’. Note that this won’t cancel cancel your operations.
STEP 3: Click on ‘Save Misc Acc(s)’ button to upload the edited information of the miscellaneous accounts on the software. This displays a confirmation console as in fig. Fig. 8.4h below
➔Click on ‘CONFIRM’ to proceed with the upload of Edited miscellaneous accounts or Click on ‘CANCEL’ to go back to the Edited Misc Account Bulk Upload console.
The signal console shows on going processes
➔ You can terminate unfinished processes by clicking CANCEL OPS.
