Import Financial Transactions

Written by Nick Miles

Last published at: February 4th, 2020

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

  1. Select General Ledger from the Home page.
  2. Select Import.
  3. Click Download Template, then enter your financial transaction data into the template, and save the template to your computer.
  4. Select Choose File, then locate the file (template) containing the financial data that you just entered, and click Open.
  5. Click Process and your financial transactions will import into CommunitySuite.
  6. Review the financial transactions and click Post All.