Error - Can't Date Transactions

Error - Can't Date Transactions


Applicability
This error applies to the following situation:
  • You are importing transactions
  • You do not have any field mapped to category "Transaction Date"

Impact
This error prevents you from importing transactions.

Explanations
Without a field mapped to category "Transaction Date", it is not possible to assign a date to transactions. Without a date, it's not possible to know which transactions should be taken into consideration for a given plan period. For example, for a quarterly plan, we must be able to determine which transactions fall into each quarter. Without a date, calculations cannot be performed.

Resolution
To fix this issue, you must either:
  • Map one of your existing fields to the "Transaction Date" category
  • Add more fields to your transaction, and map one of them to the "Transaction Date" category

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