Importing A Journal
A journal can be imported from a CSV file in the Financials > Journals using the Import button.
This will result in a pending journal which can then be posted if it passes validation.
For backward compatibility, the format for this import is identical to the Desktop version of Infusion which is a CSV file with the following columns:
- Transaction Type - "1"
- GL ID
- Transaction date
- Reference (optional)
- Description
- Amount (credits are -ve, debits are +ve)
- Batch ID
Example: 1,1200.0000,12/03/22,123,Invoice 123,-100.00,WAGES
Importing Journal Lines
Once a journal has been created, the lines can be imported from a CSV file.
Use the Import button next to + Add Line
The file must have the following column headers which must be included on the import file.
- Transaction date
- GL ID
- Reference
- Description
- Debit Amount
- Credit Amount
- Notes
- Cost Centre
Set the Cost Centre to "Default" if Cost Centres are not enabled.
Once the lines are imported and the Batch Variance is 0, the journal can be posted.
