PeopleSoft Third Thursday Demo (09/21/17): GL Journal Import Process (Using Excel)

posted Sep 18, 2017, 1:51 PM by Peyri Herrera
Third Thursday Demo

This month’s PeopleSoft demo is for Finance users interested in creating a journal entry spreadsheet using Excel, then importing it into PeopleSoft. First we will show you the three files to download from the CRC website (macro, import, and staging files). We will point out the format of both the import and staging spreadsheets then demonstrate how to create the journal using the “Write File” option to import the spreadsheet into Excel. Last we will walk through the steps of editing and completing the journal entry in PeopleSoft.

Date/Time: Thursday, September 21, 2017 from 10:00-11:00 am

Registration:
https://attendee.gotowebinar.com/register/7306208972556404225. Registration is required. Upon registration, look for an email from Citrix/GoToWebinar with connection information.

Can’t join us live? This session will be recorded and available for playback on our Third Thursday webpage at http://crc.sdcoe.net/calendar/peoplesofttraining/thirdthursdays.