How to import budget journals from a CSV file

posted Jul 29, 2016, 3:27 PM by Peyri Herrera
The July Third Thursday Demo recorded on July 21, 2016 for importing budget journals from a CSV file has been posted and is available for playback. In this demo we walk you through the four parts of importing budget journals: (1) Populate BudgetJournalTemplate.xlsx following the specific file layout specifications, (2) Use MACRO_file.xlsm to convert the Excel file to a CSV file, (3) Use the Import Budget Journal screen to upload the CSV file, and (4) Process the created budget journal using the Enter Budget Journals screen.

Import Budget Journals from a CSV File
Import Budget Journals

Guide: Importing Budget Journals v1.0.pdf
Files: BudgetJournalTemplate.xlsx and MACRO_file.xlsm are available for download here in the Budget Monitoring section