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General Ledger

Use this page to research the various help tools and job aids for the General Ledger module.


Desktop Reference Guides and Job Aids Presentations Spreadsheet Journal Entry Instructions

To use the spreadsheet journal upload feature:

  • Download the following files into the same folder on your computer. To download, save the file to your computer when prompted.
  • If you use Excel 2007, download this file to the same folder as the above files.
  • If you use a prior version than Excel 2007, download this file to the same folder as the above files.
  • Open the JRNL-UPLOAD_PROD file. Follow the instructions to enable the macro. *Note: You do not need to open the macro file JRNLMCRO.
  • Click the Setup button under General on the main page in order to setup your default business unit and User ID.
  • Key in the User ID in both the Header Default section and in the Online Import Control section.
  • For additional assistance, review the GL Basics: Spreadsheet Journal Entries online training.

Frequently Asked Questions