Documentation for Administrators

12.0.144, 12.0.145, 12.0.146, 12.0.147, 12.0.148, 12.0.149, 12.0.150, 12.0.151, 12.0.152 - Revision - 09/15/2026

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Removed FOCUS-58943 - Setup | Add Import Capability to District and Internal Fiscal Month Settings Screens

Setup: Import Fiscal Months for District and Internal Accounts

ERP administrators can now import fiscal month records from a CSV file for District and Internal Accounts, reducing manual setup time for finance-heavy districts.

  • Added CSV import capability to ERP > Setup > Setting > District and Internal Months.
  • Allows IA imports to identify facilities by facility code, facility name, or facility ID.
  • Applies server-side permission checks for the appropriate fiscal month setup authorization.
  • Validates that the importing user is authorized for the target facility.

 

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