Copying Journal Entry Data

Overview

You can copy and paste Standard Journal data, Recurring Journal data, Dynamic Journal data, and Non Controlling Interest Investment data directly into Planful from Microsoft Excel. Pasting functionality does not overwrite existing content. Content can be copied from Microsoft Excel only; pasting from any other editor is not supported.

How To Copy Journal Entry Data

In this example data is copied to the Add Standard Journal page.

1. To access the Add Standard Journal page, navigate to Consolidation and select a scenario.

2. Click the Standard Journal process. In the Standard Journals pane, click the Add button. Use Ctrl+C and Ctrl+V (or Cmd+C and Cmd+V) to copy and paste data to the Add Standard Journal grid. You can copy and paste all values including descriptions, segments, and debits or credits. When you copy and paste values, they appear at the end of existing line items. For example, if there are 10 existing lines in a journal and you paste another 20 lines, the new lines are pasted after the 10 existing lines.

Journals with Zero Values

It is important that you leave the offsetting debit or credit field blank instead of entering a zero as shown below in the sample Excel file.