General Ledger Wizard

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Methods of Entering Data into the Worksheet

 
There are three main ways to populate information in the worksheet:
 
a)     Import, type or paste data directly into the cells provided.  No validation is performed until you run 'Upload' or open the 'Journal and Line' form.
 
b)     Use the ‘Journal and Lines’ form to enter the data into the journal header and the associated journal lines.  Data is validated and lists of values are available.  To enter data in this way first position your cursor on the row you wish to contain the journal data, then double-click in one of the cells or alternatively click on the 'Forms' ribbon button.  
 
c)     Use the ‘Download Routing’ form or ‘Download using sheet data’ function to download existing journals.  You can then use one of the methods above to create new journals.
 
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