PeopleSoft Third Thursday Demo (07/21/16): Import Budget Journals from a CSV File

posted Jul 13, 2016, 4:31 PM by Peyri Herrera
Third Thursday Demo

There is a screen in PeopleSoft Finance called Import Budget Journals that allows you to import budget journals with multiple lines from an Excel spreadsheet. You can use the Import Budget Journals process to upload a CSV file to create a budget journal. After the budget journal is created, it can then be processed using the Enter Budget Journals page. You need 2 files to complete this process: (1) BudgetJournalTemplate.xlsx and (2) MACRO_file.xlsm. Both are available for download at http://crc.sdcoe.net/resources/peoplesoft/guides.

During our July 2016 Third Thursday demo, we will walk you through the four parts of importing budget journals. We will explain how to:
  • Populate the Excel file template (BudgetJournalTemplate.xlsx) following the specific file layout specifications 
  • Use the macro file (MACRO_file.xlsm) to convert the Excel file to a CSV file 
  • Use the Import Budget Journal screen to upload the CSV file 
  • Process the created budget journal using the Enter Budget Journals screen 
The Third Thursday demo will be on Thursday, July 21, 2016, from 10:00-11:00 am. It will be recorded.

To register, go to https://attendee.gotowebinar.com/register/6987088907180947969. Upon registration, you will receive an email from Citrix/GoToWebinar with your unique connection information.