Previewing data

The Import preview tab shows you a summary of the journal import before it is imported into Controller.

About this task

The following information is displayed:
  • Name of the file
  • Name of the import specification and the start read row
  • Number of records (journals) read and number of records (journals) discarded. The discarded records (journals) are not imported and are usually related to errors.
  • Number of companies
  • Number of journal entries created in Controller for each company
  • Security information. For example, you don't have write access to a company in the import file.

Procedure

  1. Review the information displayed on the Import preview tab.
  2. To import the journals, click Import.

Results

The journals are imported into Controller and the Import summary tab is displayed.

What to do next

Review the information displayed in the Import summary tab.