How to Upload Dynamic Journals?

Upload Dynamic Journals in xlsx format directly to the Consolidation module. Use the sample template (that you can download) for ease of use when performing the upload.

Perform the below steps to upload dynamic journals:

1. Navigate to Consolidation to open the Consolidation Control Panel.

2. Click the Dynamic Journals process. Dynamic Journals appear in the center pane.

3. If no Dynamic Journals were created or uploaded then this pane will be blank. You can opt to upload or enter journals or do a medley of both. Click Upload.

   
   
   

4. When you click the Upload icon, the Dynamic Journals Upload dialog appears. It is a best practice to use the sample Excel template as it shows you exactly how you need to organize your journal data to load it successfully. Click Download sample Excel template.
   
   

5. The template is downloaded to your computer. Open the template.

6. The template displays and indicates the required fields. It also provides information to ensure the correct data is entered where needed. Copy and paste the template into a new file.

7. Enter a Journal Code, the period for which you want to load the journals, and the Posting Type.
   
   

8. Enter Dynamic JE (CC) or Dynamic JE (LC) for reporting and enter notes as needed.

9. Now, you’re ready to copy and paste journals into the spreadsheet. Before copying and pasting data to the Excel file, make sure you delete all the tips.

10. Save the xlsx file to your computer.

11. Back in the Consolidation Control Panel, click Choose File.
    
    

12. Select the file you just saved to your computer and click Submit. Once processing is complete, the uploaded Dynamic Journal will appear in the center pane.

13. If the file fails to upload, download the failed file to view the cause(s) of the failure, fix the file, and upload again.