GL Upload Permissions
Modified on 06/29/2023 04:53 PM by Terri Lynn Sugar — Categorized as: Uncategorized
GL Upload Permissions
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To perform the GL Upload function the user must belong to the GL Upload Group and have the following selected permissions for the group.
GL Upload
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Upload Journal Entry directly in to accounting into Accounting using an excel spreadsheet. In order for a user to perform the GL Upload function you will need to have the proper permissions.
1.
Click on the
GL Upload
button.
2.
Download the template by clicking the
Download
button.
3.
Fill out the form, instructions are provided.
4.
Upload the saved template with your information by clicking the
Upload
button.
5.
Upload Spreadsheet
: Add Name Choose File Click Upload
6.
The document will upload and you will click
Import Data
.