How do I import journals into Navigator?

The video above provides a detailed explanation, and the attached CSV file serves as a template for importing nominal journals.

The Import Nominal function in Navigator allows you to import manual journal entries directly from a CSV spreadsheet. This feature is particularly useful for bulk entries, reducing manual input errors and saving time.

Accessing the Import Function

To access the Import Nominal function, navigate to:

Accounts > Nominal Ledger > Post Journal > Import File

Formatting Your CSV File

For a successful import, ensure that your CSV file is formatted correctly:

• The column headers in your CSV file must exactly match those used in Navigator.

• Nominal codes should be entered with the company number, including the leading zero (e.g., 01).

Error Correction

This function is also helpful for correcting errors. If you mistakenly import a CSV file with incorrect values, you can easily reverse the entries by:

1. Flipping the values (debit to credit and vice versa) in the original CSV file.

2. Reimporting the corrected file.

By following these guidelines, you can efficiently manage nominal journal imports in Navigator. Refer to the attached CSV file for a template to structure your data correctly.