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How to import Journals

This guide explains the steps required to import journal entries into Accountability.

Step by Step Guide:

    1. Navigate to Accounting > General Ledger > Journals.

    2. Click Excel 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.

    Save the file onto your computer.

    5. Navigate back to the Journal page.

    Click on Excel once again.

    6. Click on Import.

    Click Select File and upload the saved file.

    7. Click Save.

    Tip: - 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