Import Financial Transactions

Written by Nick Miles

Last published at: April 8th, 2021

Use the process below to import and post historical financial transactions into CommunitySuite.

  1. Select General Ledger from the Home page.
  2. Select Journal Entry on the left side menu.
  3.  Click Import on the left side menu. 
  4. Click Download Template, then enter your financial transaction data into the template, and save the template to your computer.
  5. Select Choose File, then locate the file (template) containing the financial data that you just entered, and click Open.
  6. Click Process and your financial transactions will import into CommunitySuite.
  7. Review the financial transactions and click Post.
  8. Click Post Journal Entries. 
  9. Confirm Post All Journal Entries by selecting Yes.