Use the process below to import and post historical financial transactions into CommunitySuite.
- Select General Ledger from the Home page.
- Select Import.
- Click Download Template, then enter your financial transaction data into the template, and save the template to your computer.
- Select Choose File, then locate the file (template) containing the financial data that you just entered, and click Open.
- Click Process and your financial transactions will import into CommunitySuite.
- Review the financial transactions and click Post All.