Upload Journal Entry from Excel

FAS: A guide to upload a journal entry from Excel.

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  • Click the tab for the type of entry you wish to import.
  • Click the Upload Excel Button (bottom left corner).
  • Enter the file to be uploaded or click Browse… to select the file.
  • Select the sheet from the dropdown menu.
  • Place a checkmark in the appropriate boxes to ignore hidden columns, rows, or skip lines with invalid account numbers.
  • Click Load.
  • A preview of the entry will appear.
  • Review the entry and click Import. The entry will open on the screen.
  • Enter the date of the entry.
  • Check the entry for accuracy.
  • Click Post at the bottom of the screen.

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