Loading Journals

  To load a journal:

  1. From the Workflow tab, and then under Data Load, select Data Load Workbench.

  2. Optional: When you load a journal, FDMEE uses the current POV to determine location, category, and period. To use another POV, select another POV. For information on changing the POV, see Using the POV Bar.

  3. Click Load Journal.

    When a journal has been successfully loaded, the Check button is enabled. Complete the steps described in the Checking In Journals.

    Image shows Load Journal screen.
  4. Optional: On the Load Journal screen, to browse for a journal file, click Select.

    Image shows Select screen
    1. On the Select screen, navigate to the journal file to load.

      The journal file must be an Excel file (.xls).

    2. Optional: To download a journal file, click Download and open or save the journal file.

    3. Optional: To upload a journal file, click Upload, then navigate to the file to upload, and click OK.