If you are experiencing problems when importing a Trial Balance into Bright Accounts Production, the following steps cover some of the most common issues and how to resolve them.

Import shows as "Not Started" after completion

If you have completed the nominal mapping step but the import status still shows as Not Started, the background processing job may still be queued.

Wait up to 15 minutes, then refresh the page and check the import status again.

If the status has not updated after 15 minutes, contact Bright AP Support and provide:

• Your practice name
• The client code
• The time the import was submitted

This information can help Support identify the relevant import and investigate the issue.

Nominal names have been overridden after import

If you selected Description during the Trial Balance mapping step, Bright Accounts Production may use the descriptions from the imported Trial Balance to rename the nominal codes in the chart of accounts.

This change can apply across datasets for the client.

To restore the original nominal names, you will need to manually rename the affected nominals in the Chart of Accounts.

Avoiding the issue in future

When mapping a Trial Balance, select Code rather than Description, unless you intentionally want the imported Trial Balance descriptions to replace the existing nominal names.

Unconverted codes appear after import

If Bright Accounts Production does not recognise one or more nominal codes from the imported Trial Balance, they will appear as unconverted codes.

To resolve the issue:

1. Open the Nominal Ledger.
2. Go to Trial Balance.
3. Select Show Unconverted Codes.
4. Unrecognised nominal codes will be highlighted in red.
5. Hover over the relevant nominal code and select the dropdown menu on the right.
6. Select Open.
7. Assign a Copy from Code to tell Bright Accounts Production how the nominal code should be treated.
8. Select Save.

Once the codes have been converted, they should move into the main Trial Balance view and the relevant balances should display correctly.

Trial Balance does not balance after import

If the imported Trial Balance does not balance, first check that the debit and credit columns were mapped correctly during the import.

A common cause is selecting the wrong column for either debit or credit values.

If the mapping is incorrect, delete the import and retry using the correct column mapping.

Important: Deleting a Trial Balance import for one year can affect prior-year comparative data. Always check the potential impact on previous-year datasets before deleting an import.

Before deleting an import

Before deleting and re-importing a Trial Balance, make sure you:

• Check which accounting period the import relates to.
• Check whether prior-year comparative data could be affected.
• Keep a copy of the original Trial Balance file.
• Confirm the debit and credit columns are mapped correctly.
• Review any nominal mapping already completed.

If you are unsure whether deleting the import will affect other data, contact Bright AP Support before proceeding.