For users with the default entity code of 0, the Journal Import Templates program automatically sets the default entity code on the journals to 1. This allows the records to be processed successfully. The Journal Import Templates program provides the following stock import formats, which cannot be modified from their original layouts: Budget Import Format Budget Long Account Import Format Standard Excel Import Format Standard Import Format Standard Long Account Import Format Procedures Creating a Template The Journal Import Templates program can create new import templates. You can create a new template for one-time use, or for repeated import processes using a standard import file. The template creation process allows you to use any file to produce data usable by the Munis system. To create an import template: On the ribbon, click Open, and then navigate to the file for which to create the import. The program refreshes the page to display the file name in the File box. Click Create on the ribbon or Create Template next to the Template box. The program displays the Import Template Editor screen. Select a column name from the column list. Click the color box to select a highlight color for the column data. This color does not appear on the import file. It only indicates the data that is included in the column when the import is performed. Click Add Column. Manually enter the starting and ending positions for the column, or use the slider bar to define the start and end positions. Some columns have a predefined value for the start and end positions, or have a maximum or minimum length. If you enter or select a position or size that is incompatible with the column, the program displays an error message. Continue to add columns to the template. Remove a column by clicking the red X next to the column name. Preview to view an example of the imported data arranged by column. When you have finished entering columns, click Save Template. The program ensures that you have completed all of the required columns for the template. If you have not created all of the required columns, the program displays a warning message that indicates which columns are required and missing. Create any missing columns, and then Save Template. When all of the required columns exist, the program displays the Save Import Template dialog box, where you can enter a name for the template. Enter a name and click Save. The program displays the main program screen with the newly created template name in the
For users with the default entity code of 0, the Journal Import Templates program automatically sets the default entity code on the journals to 1. This allows the records to be processed successfully. The Journal Import Templates program provides the following stock import formats, which cannot be modified from their original layouts: Budget Import Format Budget Long Account Import Format Standard Excel Import Format Standard Import Format Standard Long Account Import Format Procedures Creating a Template The Journal Import Templates program can create new import templates. You can create a new template for one-time use, or for repeated import processes using a standard import file. The template creation process allows you to use any file to produce data usable by the Munis system. To create an import template: On the ribbon, click Open, and then navigate to the file for which to create the import. The program refreshes the page to display the file name in the File box. Click Create on the ribbon or Create Template next to the Template box. The program displays the Import Template Editor screen. Select a column name from the column list. Click the color box to select a highlight color for the column data. This color does not appear on the import file. It only indicates the data that is included in the column when the import is performed. Click Add Column. Manually enter the starting and ending positions for the column, or use the slider bar to define the start and end positions. Some columns have a predefined value for the start and end positions, or have a maximum or minimum length. If you enter or select a position or size that is incompatible with the column, the program displays an error message. Continue to add columns to the template. Remove a column by clicking the red X next to the column name. Preview to view an example of the imported data arranged by column. When you have finished entering columns, click Save Template. The program ensures that you have completed all of the required columns for the template. If you have not created all of the required columns, the program displays a warning message that indicates which columns are required and missing. Create any missing columns, and then Save Template. When all of the required columns exist, the program displays the Save Import Template dialog box, where you can enter a name for the template. Enter a name and click Save. The program displays the main program screen with the newly created template name in the
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