This option is available in the top right corner of any fund dashboard. Once you click on Re-import Lead Schedule, it will redirect to the Re-import page where you can locate the following column headings and buttons.
From this page, you can select how would you like to Re-import Lead Schedule. There are 2 ways as described below:-
Delete Existing Data:- This will delete the existing and will bring the data all over again from the accounting software.
Overwrite Existing Data:- This will just make the changes in the field where there have been changes and keep the other information as it was earlier.
Include BGL Work Papers:- If BGL Work Papers have been generated, you can select this option to Re-import BGL Work Papers from the accounting software directly.
Remap Manually Mapped Items:- By selecting this option, all manually mapped items will be removed and it will require you to map all the manually mapped icons again. It will also delete all comments, documents, and queries.
Reimport:- Once done with selecting all the choices, click on the Reimport button to process forward with Reimport. Click here to know more about how to Reimport Lead Schedule.
View Change Report:- Once you have Reimport Lead Schedule successfully, by clicking on this button you can view the changes that have been made post-Reimport Process.
Fund Dashboard:- This button will take you back to the Fund Dashboard of the respective fund.
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