Permissions for Importing Journal Entries with the Import Assistant

To use the Import Assistant to import journal entries (or intercompany journal entries), you need the following permissions:

Make Journal Entry (Edit or Full)
Posting Period on Transactions (Full)
Import CSV File

To set journal entries to approved during import, you also need:

Journal Approval (Edit or Full)

Journal entry imports that occur during the implementation phase usually are completed by users who are account administrators and have all of the above permissions. Other users, such as accountants, who may need to complete journal entry imports at a later point, most likely do not have the Import CSV File permission.

Important:

Users who have the Make Journal Entry and Posting Period on Transactions permissions, but not the Import CSV File permission, can use the Single Journal Entry Import (and for NetSuite OneWorld, the Single Intercompany Journal Entry Import). See Single Journal Entry Import.

To enable users to use the Import Assistant to import journal entries, an account administrator should do the following:

Create a new custom role that includes only the Make Journal Entry (Edit or Full), Posting Period on Transactions (Full), and Import CSV File permissions.
Add this new role to all users who require the ability to import journals.
Instruct users that they should choose this role when they import journals.

An alternative is to add the Import CSV File permission to users' existing roles, but this choice allows users to import data for records other than journal entries. The safest route is to create a specialized role used only for journal entry imports.

For users who need to set journal entries to approved during import, a custom role can be created with the Make Journal Entry, Posting Period on Transactions, Import CSV File, and Journal Approval permissions.

If you use NetSuite OneWorld, users' access to subsidiaries also impacts the journal entries that they can import. For more information, see Control Employee Access to Subsidiaries.

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