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Getting Started with General journal

 

This app is ready to use immediately after installation — no setup required.

A new action called Import with Copilot is available on the General Journal page.

 

Step-by-Step: How to Import Excel Data

  1. Click Import with Copilot
    Locate this action in the ribbon of the journal or table where you want to import data.

  2. Select Your Excel File
    In the dialog that appears, click Attach or Import Data from File, then choose your Excel document.

  3. Review the Data Preview
    The app automatically detects and matches columns based on their names. You’ll see a preview of the records that will be imported.

  4. Confirm the Import
    Click Keep it to finalize the import. The data will be inserted into the journal or table immediately.

Important

The order of the columns Account Type and Account No. in your Excel file matters.
Make sure Account Type comes before Account No. to ensure correct field mapping and avoid errors.

 

Example Screenshots

  1. General Journal — Import with Copilot Action
    This shows where the Import action is located in the General Journal.
    General Journal - Import Action

     

  2. AI Prompt for Import
    The prompt used by the AI to help recognize and import your file.
    AI Prompt

     

  3. Import File Dialog
    Attach your Excel file or select it for import.
    Import Prompt

     

  4. Data Preview Window
    A preview of how the Excel data maps into the journal lines.
    Import Preview

     

  5. Journal After Import
    Imported lines are added to the journal automatically.
    Journal After Import

     

  6. Sample Excel File
    An example Excel file with data ready for import.
    Download this Excel template to try it yourself →

 

Regenerating the Import Proposal

You can modify how Excel columns are mapped to journal fields before finalizing the import.

This is useful when the automatic matching isn't quite right, or when you want to customize which field receives the imported data.

 

Step-by-Step: How to Regenerate Column Mapping

  1. Click “Columns Mapped”
    After the app generates the initial mapping, select Columns Mapped to review the proposed field assignments.

  2. Choose a Different Destination Field
    Click on a mapped field you want to change, and select a different destination from the list.

  3. Click “Regenerate”
    After adjusting the mapping, click Regenerate to create a new import proposal based on your changes.

 

Example Screenshots

  • Mapped Columns Review
    Displays how Excel columns were initially matched to journal fields.
    Columns mapped

  • Select a Different Field
    Choose the desired destination field from the list.
    Select field

 

Error Handling

If your import file contains errors, the app provides detailed notifications to help you understand and resolve the issues quickly.

These error messages appear directly on the Import Proposal page, so you can address them before continuing with the import.

⚠️ How Error Notifications Work

  1. Error Detected During Import
    If the data is invalid or incomplete, an error notification will be shown immediately on the proposal page.

  2. Click the Notification for Details
    Selecting the error message will open a detailed view, allowing you to review the exact issue and correct it as needed.

 

Example Screenshots

  • Import Error Notification
    An error message is shown directly on the Import Proposal page.
    Import error

  • Detailed Error Explanation
    Clicking the message opens a detailed error breakdown.
    Error messages

✅ That’s it! Your data is imported and ready to post — no templates, no manual mapping, no stress.