GENERAL LEDGER

Download import templates more easily

You can now download import templates directly from the import pages for the following types of import:

  • All types of journal entries, including adjustments, entries for user-defined journals, and statistical entries
  • Account groups
  • Account group members
  • Reporting accounts
  • Account allocation definitions
  • Account allocation groups
  • Budgets

How it works

As an example, here are steps for downloading the import template for budgets.

  1. Go to General Ledger > All tab > Budgets repository.
  2. Select Import.
  3. Select Download template.

    Page for importing budgets, with a circle around the new Download template link.

Requirements

Subscription General Ledger
Regional availability All regions
Permissions To import any particular type of data, you need List, View, Add, and Edit permission for that type of data.