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twn1
Member
Apr 19, 2022 9:40 PM UTC

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 . "Is "Balanced By Entity" not the correct selection?

Thanks,

kliau_0-1650404065601.png

 

 

 

5 replies

OneStream Employee
ChrisLoranOneStream Employee
OneStream Employee
Apr 20, 2022 11:56 AM UTC

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

    WCHeceta
    Newcomer
    Mar 4, 2024 5:42 PM UTC

    That actually works for another field - specifically Journal Type - doesn't like Auto_Reversing in the Excel template, but AutoReversing works.

    twn1Author
    Member
    Apr 20, 2022 3:04 PM UTC

    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 

    jkeith15
    Newcomer
    Sep 12, 2023 2:52 PM UTC

    I am having this issue as well, where I even attempted to change our standard JE template in the system to default to Balanced by Entity instead of Balanced, and the Journal will still only load the header with Balanced.  Any thoughts on how to fix this?  Is there a new template that can be downloaded from somewhere?

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