FormerMember

How do I modify the General Ledger- Process Journal Transactions screen to be able to import a file?

SUGGESTED
Posted By FormerMember

HI,

Instead of manually keying in data, we want to have the option to import a .csv file. How would I set this up? I added an image below that shows our current view next to our desired view?

Ben

  • 0
    SUGGESTED

    This type of modification is beyond the scope of Customizer and would need to be a source code change to accomplish to ensure data integrity.  I recommend contacting your reseller and see if they can do this for you if you do not own the Sage 500 SDK and have the source code for GL.  If your reseller cannot assist you with this, they can contact us (440-352-4700) to build this customization for you. 

    If you would like to know more about E2bTek, visit our website at http://e2btek.com/ 

  • 0

    There are a few other options for getting source data like that into Sage 500. Perhaps you're already aware, but if not, here's some alternatives:

    You may be able to use DataPorter, on the Enter Journal Transactions screen. Once you map your data to an excel file that matches the layout of the journal entry DataPorter controls mapped, you could copy the data in via DataPorter (Alt-F8 on the EJT screen).

    You could use the GL Import utilities: General Ledger Module \ GL Utilities \ GL Import 

    Choose the Transactions "Data Type" and layout your data for this mapping.

    Or, use Data Import Manager Module to map and import your data.

    Darrick