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Import nominal journals

Updated over 2 months ago

To import nominal journals:

  1. Click Financials, Utilities, Imports.

  2. Select the type of Nominal Transactions you wish to import.

  3. Within this screen, to add more fields, click the Columns to be added.

  4. Once all the columns have been added, to save this as a template, click Columns, Save Layout as a Template.

  5. Other template settings can also be managed here such as deleting templates or selecting templates to use.

  6. Enter the information in each field on the sheet or paste this from an external source.

  7. Click Validate/Upload. Importing nominal journals must balance.

  8. To send a journal to the batch, in the Post Live column, select No.

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