New GL Journal Import, Budget Journal Import, Voucher Upload, and Working Budget Journal Import templates must be used effective 12/28/17

posted Dec 21, 2017, 1:09 PM by Peyri Herrera
NEW

New GL Journal Import, Budget Journal Import, Voucher Upload, and Working Budget Journal Import templates are required after the Project Costing Maintenance. Beginning December 28, 2017, all Finance users must download and use the new templates regardless of your organization’s use of the Project Costing module. Even though the layouts of the new import files look the same, behind the scenes they work differently. The old templates will no longer work so it is important to download and use the new templates.

The new templates have the following file names:
  • GL Journal Import: Mod_JRNL1_PROD_v2.xls 
  • Budget Journal Import: BudgetJrnlUpload_Template_v2.xlsx 
  • Voucher Upload: ExcelUploadforVoucher_v2.xls 
  • Working Budget Journal Import: JRNL1_WRK_SDFP_v2.xls 
  • NOTE: The JRNLMCRO.xla macro file is the same one used prior to 12/28/17 (no change). As a reminder, this macro must be in the same folder as the GL Journal and Budget Journal templates. 
Download the new templates from the CRC Guides & Job Aids page at http://crc.sdcoe.net/resources/peoplesoft/guides. For your convenience, the templates and macro have been bundled into one folder displayed at the top of the page.

New Finance Import Templates