Import & export options

This General ledger Import/Export option allows the users to upload and download financial files to and from excel spreadsheets. It can be used to:

  1. Download the G/L Trial Balance to Excel
  2. Create a journal in CSV format using Excel
  3. Upload a PC journal file to the G/L
  4. Download the G/L Budgets to Excel
  5. Create a Budget in CSV format using Excel
  6. Upload PC Budgets to G/L