Download Journals/Budget Amounts

GL Wizard has the ability to extract/download information from Oracle and use it as the basis for new Journals or Budget Amounts.

Note – Summary Accounts will not be downloaded in Budget Amounts mode.

This Wizard provides you with three methods of downloading Journals and Budget Amounts into your worksheet:

Method 1 - Use a Download Form which provides multiple criteria for you to target the required Journals and Budget Amounts.

Method 2 - Use the Download using Sheet Data option and enter multiple criteria into your worksheet to download based on the date entered.

Method 3 – Use the Custom Query functionality. This feature allows users to run pre-defined queries created by their Administrators where they are assigned to the same Oracle Responsibility being used in the Wizard.