Ideas for Acumatica

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Load Records from File: Ability to specify which Excel sheet to upload instead of 1st sheet only

For many accounting teams, work is done in Excel workbooks that contain several sheets. While it works to move each sheet to the front of the workbook, and then upload into Acumatica, it is cumbersome for the end-user. Allowing the user to pick their sheet at the time of upload would be great for the UX.


Note: I picked category = user interface.

  • Melanie
  • Nov 30 2018
  • Attach files