Template box. You can then use the template to perform an import. Note: If you use an Excel (.xlsx) file as the template source, the program provides the Excel Template Editor for creating the template. In this case, expand the header field for each column to select a name. The program assigns the name and automatically highlights each column with a unique color. You cannot assign the same column heading more than one time, and you must create a column for each required field. Modifying a Template To modify a template: Open, and then navigate to the file for which to update the template. From the Template list, select the template to update. Click Update on the ribbon or Update Template next to the Template box. The program displays the Import Template Editor pane with the template and file data loaded. Select a column to update from the Columns list. Update the highlight color and column positions, and then click Save Column. The program updates the template with the new values. In to add a new column to the template, select the column name, color, and positions using the fields. Add Column. The program adds the new column to the template. Remove a column from the template by clicking the red X next to the column name in the Columns list. The program refreshes the display to remove the column. When you have finished making changes to the template, click Save Template. The program saves your entries and displays the Save Import Template dialog box. Update the name of the column, if necessary, and then Save. The program displays the main screen. Completing an Import In addition to the creation of templates, the Journal Import Templates program performs the import process for journal entries. To import journal entries: On the ribbon, click Open and then navigate to the import file. From the Template list, select the template to use for the import. Click Next. The program refreshes the screen to display the Journal Information group. Complete the fields on the screen, selecting Now from the Execution Time list. Click the More button to display additional fields for completion.
Template box. You can then use the template to perform an import. Note: If you use an Excel (.xlsx) file as the template source, the program provides the Excel Template Editor for creating the template. In this case, expand the header field for each column to select a name. The program assigns the name and automatically highlights each column with a unique color. You cannot assign the same column heading more than one time, and you must create a column for each required field. Modifying a Template To modify a template: Open, and then navigate to the file for which to update the template. From the Template list, select the template to update. Click Update on the ribbon or Update Template next to the Template box. The program displays the Import Template Editor pane with the template and file data loaded. Select a column to update from the Columns list. Update the highlight color and column positions, and then click Save Column. The program updates the template with the new values. In to add a new column to the template, select the column name, color, and positions using the fields. Add Column. The program adds the new column to the template. Remove a column from the template by clicking the red X next to the column name in the Columns list. The program refreshes the display to remove the column. When you have finished making changes to the template, click Save Template. The program saves your entries and displays the Save Import Template dialog box. Update the name of the column, if necessary, and then Save. The program displays the main screen. Completing an Import In addition to the creation of templates, the Journal Import Templates program performs the import process for journal entries. To import journal entries: On the ribbon, click Open and then navigate to the import file. From the Template list, select the template to use for the import. Click Next. The program refreshes the screen to display the Journal Information group. Complete the fields on the screen, selecting Now from the Execution Time list. Click the More button to display additional fields for completion.
munis_gl_guide.docx