Accounting
Downloading a Sample File
You can download a sample file to see how to format your .csv file for import.
On the Accounting page, next to Users and Limits, click Edit.
1.
2.
From the Management Actions menu, select Download Sample.
3.
Under Delimiting Character, select an option.
Under Language, select the language of the text in your .csv file.
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5.
Click Generate.
Exporting User Information
On the Accounting page, next to Users and Limits, click Edit.
1.
From the Management Actions menu, select Export.
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3.
Under Delimiting Character, select an option.
Under Language, select the language of the text in your .csv file.
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5.
Click Export.
Assigning Users to an Account
1.
On the Accounting page, next to Users and Limits, click Edit.
2.
Select the check box next to the User ID of the user that you want to add to an account.
Under Action, click Access, Limits, & Accounts.
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4.
Click the Group Accounts tab or the General Accounts tab.
5.
Select the check box next to the User ID of the user that you want to add to an account.
6.
Click Apply.
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System Administrator Guide