Uploading Journal data through an excel sheet

📌 Follow the Steps Below:

Step 1: Go to Bulk Upload > Journal

1. Click on Bulk Upload in the left-side menu.

2. In the dropdown, choose Journal from the list of document types.

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Step 2: Upload Your Excel File

3. Click on the Upload button in the top-right.

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4. Drag and drop your Excel file or click the upload box to browse and select your file manually.

5. Then click the Upload button at the bottom to begin the upload.

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Step 3: View the Uploaded Journal File

6. Your uploaded file will now appear in the list. You will see:

→ File Name

→ Invoice Type (e.g., Accounting Invoice)

→ Total Records

→ Pending Records

This confirms the sheet has been uploaded and is ready for mapping.

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You may find this useful:

• Need help mapping the fields in your Excel file?

👉 Click here for step-by-step mapping guide

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