Import Journal Entries

Before importing can be done, you first must have the import created (if you don’t already). For help on creating an import see the Help for the option below or contact SGA.

General Ledger – Setup – Import. Click the Add button to setup specs for a new import).

To import a journal entry file from an outside source, spreadsheet, etc.:

Go to General Ledger – File – Journal Entry

Click the Batches button.

Click the Import button.

Click Validate to see a list of any invalid accounts or the OK to import without checking for errors.

Make any changes to the parameters necessary (if any).

Select what import you are running.

Your batch will then appear, showing the number of records and total debits and credits. Then double click the batch.

The batch will come up like any other journal entry. From here you can make changes if necessary and post it when you’re done.