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titleDescription of Issue

Which program is used to import budget transfers and amendments?

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titleContext

Import Journals

Budget amendments


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titleCause


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Import Journals program is used  used to import budget amendments.

General Ledger Menu > Journal Entry History > Import Journals

  1. Select Standard Excel Import template and click Generate.
  2. Export filter Click Accept.
  3. Open template from lower screen and populate, using B for each row for Transaction Type. 
  4. Select BUA for source in import criteria.
  5. After importing, release/post in Budget Transfers and Amendments program.
  6. Once complete save the file to the desktop.


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titleAdditional Information

How to import a journal