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twn1's avatar
twn1
New Contributor II
4 years ago
Solved

XFJ - Excel Import Journal Template

I uploaded the XFJ Excel template with the "Balanced by Entity" Journal Type. However, OneStream set back the Journal Type as "Balanced" instead of "Balanced by Entity after I imported the template ....
Import
Journals
  • ChrisLoran's avatar
    ChrisLoran
    4 years ago

    Can you try it with BalancedByEntity (without any spaces).
    I suspect the text in the downloaded template (column C descriptions) is misleading.

twn1's avatar
twn1
New Contributor II
4 years ago

Thanks, I inputted "BalancedByEntity",  however, the application still returns "Balanced".  

Interesting finding here is that I tried "Unbalanced" for Journal Type, and it returned as expected as "Unbalanced". 

Thanks,
Karen