How to resolve errors for an accounts data export batch

In this article

• The accounts batch export
• How to resolve accounts batch export errors
• Want to know more?

The accounts batch export

When generating a new accounts export batch for the first time, it is likely that an error message will occur identifying each item in the system which is missing a valid code or tax rate. This needs to be updated to enable an accurate bulk data export. 

Chalkstring has safeguards built into the export process so you cannot transfer incomplete data. If you are missing any key information needed to produce an accounts export batch, an error list itemising the missing information, prompts the user to rectify the issues.  

How to resolve accounts batch export errors

1. From the left menu bar click the 'Settings' icon, then click the ‘Accounts’ icon.
2. Click the ‘Accounts export’ sub menu.
3. Click the '+New Batch' button. Chalkstring will cross check data and highlight anomalies or inconsistencies in an error report. 
4. Go through the list of errors. If it is a long list, we recommend to take a screen print of it to work through.
5. The error list may require you to go into the 'Contacts' menu and update accounts fields within 'Clients', 'Suppliers' and 'Sub contractors' records.
6. Once complete, refresh your browser and generate the batch.