TRAX MANUALS > G/L Interface > G/L Interface Module > G/L Interface, Update Menu > G/L Accounts > Import Button, via G/L Accounts for G/L Interface - Setup

Import Button, via G/L Accounts for G/L Interface - Setup

G/L Interface/ Update/ G/L Accounts

The G/L Accounts, Import Option is used to quickly import customer G/L Accounts which may not exist in your TRAX G/L Interface DB. This option allows you the vendor to receive or create a digital file listing these G/L Accounts and related information for the import and quick creation of the G/L Account.

First the user must prepare the file. For information regarding how to prepare the import file, refer to Preparing File For Import, via the Import Button of the System Standards Training Manual.

Criteria for G/L Accounts Import file:

Go to G/L Interface/ Update/ G/L Accounts. Select the Import button.

Complete all of the Import steps.

For information regarding how to Import a file, refer to Importing a File via Import Button of the System Standards Training Manual.

The imported G/L Account appears as shown below:

Note: When the import file is brought into TRAX, it is important to note that several of the columns are rearranged in the A/C Accounts window from how they were entered in the import file. This functionality is intentional as it was a customized modification to the database. Refer to the following example to view the rearrangement that takes place between the Import File and the G/L Account in TRAX.