Importing CECL Expected Loss %

You can import CECL expected loss percentages from a .csv file on the Chart of Accounts setup page.

Select Setup > Chart of Accounts from the menu.
The Chart of Accounts page opens.
Select Import Expected Loss %.
The Import Expected Loss % page opens.
Select Upload CSV.
Find and select the .csv file to upload.
Select Open.
Enter a column position for Organization ID, if applicable.
This field is only available if the chart of accounts is non-global.
Enter a column position for Account Name.
Enter a column position for Expected Loss %.
Select Save to import the file and return to the Chart of Accounts page.

The imported expected loss percentages populate the Expected Loss % field in the Calculations & Formulas panel for accounts that have the CECL Reserve Method set to Manual.