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How to import Journals

Learn the steps required in importing journal entries.

Steps: 

  1. Navigate to  Accounting > General Ledger > Journals. 
  2. Click Import at the top right of the page. 
  3. Click Download Template.
  4. Enter the following information.  The fields highlighted in red are compulsory. Please ensure that all fields in a row are filled out. 
    Maria Knowledge Base Template-Jun-22-2023-05-56-55-9953-PM
  5. Save the file onto your computer. 
  6. Navigate back to the Journal page.
  7. Click on Import once again. 
  8. Click SELECT FILE and upload the saved file. 
  9. Click SAVE or SAVE & CLOSE. 
  • If the import file has been created correctly, the Journal screen will be populated with the details from the import file
  • If the file contains any errors, the system will bring up a screen detailing the specific errors, which will need to be corrected before you can import it again