Import Journals
To record transactions IRIS Financials does not have specific document input forms for, the details are imported as journals.
If required, ad-hoc journals can be entered manually.
Before Importing Details
| Download the Upload Files |
|---|
| Journal Upload Format.csv |
| Journal Import.dtt |
- Download:
- The required comma-separated values (CSV) template for the document type.
- The required document type Data Transformation Tool (DTT) file.
- On the CSV template:
- Enter all the payment or transaction details for the documents.
- Delete the column headings row.
- Save a copy of the file with a meaningful name.
Import the Journal Upload Format File
After all the journal details are entered on the template, complete the import.