Import Journals Pre-Edit error - Transaction record is not marked as a Budget Amendment. Check Format



Description of Issue

When importing a Budget Transfer/Amendment in the Import Journals program, the Pre-Edit report includes the following error:

Account   Transaction record is not marked as a Budget Amendment. Check Format.



Context
  • General Ledger

  • Budgeting

  • Import Journals



Cause

This error occurs if the Transaction Type column value on a journal import line is not set as B.



Resolution

The Transaction Type on each line of your import file will have to be set as B in order to import that amount as a Budget Transfer/Amendment.

  1. Open import file

  2. Review each line to ensure that Transaction Type column fields are set to B

  3. Save file

  4. Close out of the Import Journals program, reopen it, and try your import again



Additional Information