How to Amend the Import Journal Template to Include a Job Number

Adding a Job No column to your import journal allows costs or revenue to be attributed to a specific job card within the workshop module. This is especially useful when importing items like parts, sublet work, or labour charges that relate to active workshop jobs.

Linking transactions to job numbers improves the accuracy of job profitability analysis and supports internal reconciliation between workshop and accounts.

How to Add the Job Number Column

1. Open your import journal template in Excel or CSV format.

2. Insert a new column labelled: Job No.

3. Enter the relevant job number (including branch number) for each transaction that relates to an active workshop job.

4. Leave the field blank if the entry does not relate to a job card.

5. Save the template in the required format for importing.

Import Process

During import via the Import Journal function, any values entered in the Job No column will be assigned to that workshop job. This allows for seamless financial linkage between the job card and the general ledger.

• Job numbers must be open and valid in the system.

• If a job number is incorrect or closed, the import may reject that row or post without job linkage.