Journal import

You can import entity and group journals. You cannot import recurring journals.

To import journals, you must use a comma-separated values (.csv) file. You must ensure that the journal data in the .csv file is correct and matches the configuration that is set in Business Modeling otherwise, the import process is stopped during validation. You can download the validation result file to verify errors in the import file content.

If you are an entity accountant, you can import only entity journals. To import both entity and group journals in one .csv file, you must be both an entity accountant and a group accountant.

You can edit, cancel, or delete imported journals depending on their status after import.

You can download a .csv file template at the start of the import process and use the template to create a correct file to import.