Import Journals

To record transactions IRIS Financials and 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.sqf
  1. Download:
    • The required comma-separated values (CSV) template for the document type
    • The required document type Status Quo Function (SQF) file
  1. In the CSV template:
    1. Enter all the payment or transaction details for the documents.
    2. Delete the column headings row.
    3. Save a copy of the CSVfile with a meaningful name.

Import the Journal Upload Format File

After all the journal details are entered on the template, complete the import.