Budget Journal Import
Budget entries can be entered and imported from Excel. Amounts can be associated with general ledger accounts and individual dimensions values.
Budget journal import template file
To download the budget journal import template file, select the following link:
Import Budget Journal from Excel Template
Document No.
When a user imports budget journal information into Sparkrock 365, the Document No. is taken from the specified template. When the value for the Document No. column in the template is blank, the import uses the applicable number series from the budget journal batch. Otherwise, when the value in the template is blank and there is no number series, an error is displayed.
If there are lines in the import file where the Document No. field is blank, and other lines have values in the Document No. field, the Document No. field on the Budget Journal page is populated based on the numbering convention within the document, not from the number series. If a user imports a budget journal using the document numbers from the import file, and does not post the budget journal before importing another document that does not include document numbers, the Document No. field on the Budget Journal page is populated with the numbering convention from the previous import.
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