Adding New Accounts

What are the ways to add accounts in ACE? There are three methods to add accounts in ACE: Manual Account Entry, Account Batches, and ETL Import. How does Manual Account Entry work? Manual Account Entry allows you to input account details into ...

How do I manually add an account in ACE? To manually add an account in ACE, follow these steps: Go to Accounts → New Account What information do I need to provide in the Debt Information section? In the Debt Information section: Enter the...

What's the purpose of Account Batches in ACE? The purpose of Account Batches is to: Ensure Accuracy: Account Batches are used to verify the accuracy of manually entered account data. Cross-reference Data: They systematically compare the manu...

How can I place accounts using ETL in ACE? Follow these steps to upload and place accounts using ETL:  Go to Accounts → ETL Import → Account Assignments. Upload the assignment file: Click "Choose File" and select a compatible *.csv, *....

Why are ETL Import Profiles Used? ETL Import Profiles serve the purpose of providing a reusable configuration for loading data with the same file format. These profiles can be connected to a job, which can then be scheduled to automate the data l...

This article explains how to update ETL profiles with custom columns when the uploaded data file has a different number of columns.  ACE prompts users about the impact on custom columns. Prompt to Update Columns: a. If the prompt appears,...