Create and Link does not save account mapping
I've created custom account groups using the video posted here. Worked great except that when I create and link my template, it's not saving my mapping! I've done it twice so far, and created my financials...now it's all gone and I have to start again.
I am using MAS90 v 4.5.2 and SMI v 4.5 and Excel 2010 32-bit. I don't think I've installed any of the updates for 4.5. Am I doing something wrong?
Any help would be appreciated!
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Replies to This Discussion
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Permalink Reply by Allan Brown on -
Try this, After mapping your accounts and saving. Run the report than minimize it, go back the report writer and high lite the report, right click and that save and link to template. I am a new user of MI. I had to map three times before I remember to link to a template.
Allan
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Permalink Reply by Debbi Silberberg on
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Thanks for your reply Allan. Because there are custom groupings in my report, you actually have to save the excel spreadsheet to your desktop then go back to Designer and create and link. It appears, based on doing it several times today, that it doesn't actually work the first time. But it does work the second time. It's been a very frustrating couple of days repeating work that I just did because it doesn't seem to save it.
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