Journal Entry Import - Add importing function on web-view please

Currently there's no way to import excel data into journal entry on web-view. On database view, you can import any transaction into your journal entry, but web-view doesn't have this function and I need to go back to database view if I need to upload data.

  • Guest
  • Aug 16 2023
  • Reviewed: Need Further Info
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  • Guest commented
    12 Dec 18:09

    The batch creator tool has not been useful for us; there is a lot of manual entry involved. Upvoting this for improvment!

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  • Guest commented
    24 Sep 16:20

    Yes - please add back the import feature for JE transactions. The Batch Creator tool works, but only for new batches; and, further, it is extremely slow and typically times out when I'm trying to "submit" from the JE Creator. This isn't a positive change from the database view.

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  • Guest commented
    23 May 13:49

    I believe they mean there is no feature to upload into an existing journal entry batch. When using the current excel plug in, it creates a new batch.

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  • Guest commented
    16 May 16:04

    The functionality of the add-in does not match with the database view. Is there a plan to improve and/or implement a better solution?


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  • Heather Metten commented
    10 May 16:02

    The Journal Entry Excel add-in has a debit and credit columns. Our templates and large payroll journal had a TYPE column (for debit/credit) and 1 amount column. Is there a way in NXT to import the JE with that format (like we do in database)?

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  • Tony Block commented
    November 03, 2023 12:30

    This will not work with the export files created by BBBM. The only way I've found to get those to work is to import in database view, using the 'distribution type' field to distinguish between debits and credits. In the batch creator debit and credit are 2 separate fields, so no way I see to bulk assign what come out of BBBM export in to this format.

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  • Guest commented
    October 24, 2023 14:24

    Is there an update to this issue? Our organization needs to import into webview using a csv file. The journal batch creator excel add-in does not work for us as we have over 10,000 lines in some of our batches. We are not able to copy/paste into journal batch creator. W

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  • Guest commented
    September 28, 2023 13:47

    Build an import function into web-view similar to how the function works in database-view

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  • Admin
    V-Mohit Kumar commented
    August 17, 2023 14:35

    Please refer Journal Entry Batch Creator Excel Add-In for more details.

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  • Thomas Walker commented
    August 17, 2023 13:27

    Are you aware of the excel add-in which allows you to import JE's?

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