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New Import Journal lines on General Journal Functions

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Posted on by Marcellaa

Has anyone used this CSV new functionality?

Can somebody help me how to use it?

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JAngle 159 on at

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Which version? Suspect it is custom. What pops up when you select it? If it’s any good as a new feature, as a minimum it should be data exchange definition driven.

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Marcellaa 5 on at

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when I select it - I can choose a csv file.

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Community Member on at

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Marcella,

That option is not with my standard US, CA, or GB version. Seems like a customization. Look under Extensions to see if you have something called Excel Import. I know there is an APP out there.

Thanks,

Steve

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JAngle 159 on at

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This is a more configurable option: joshanglesea.wordpress.com/.../

If it just lets you choose a csv then you would need the source code to check what format/fields it is expecting

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YUN ZHU 102,791 Super User 2026 Season 2 on at

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Hi, BC19 Preview W1 version also does not have this function. It should be customization.

If you can find the source code, there may be a clue to the CSV template in there.

Hope this will help.

Thanks

ZHU

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S.Kawamura 1,532 on at

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Hi,

A similar feature is Edit-in-Excel, which allows you to import many rows in Excel into BC.

Thank,

S.Kawamura

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Dirk Microsoft Employee on at

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Hi,

You can find this in US BC18.5 for example when you use the Accountant or the Business Manager role center.
This function is supposed to be used for importing the G/L transactions from your payroll service provider.
When you use this function in CRONUS you get the following selection:

In other local versions, like DK, you can find a set up in the General Ledger Setup page

And yes, in the Data Exchange Defnitions there is option field Type with an option "Payroll Import".
This concept is used within the DK DB.

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Dirk Microsoft Employee on at

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docs.microsoft.com/.../finance-how-import-payroll-transactions

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Community Member on at

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Dirk,

I learned something new today as I have never used the Payroll Service functionality.

Thanks,

Steve

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