For departments or units that have a large number of transactions, it may be easier to record the transactions on a spreadsheet and upload to the general ledger. These are typically used by departments and units who enter their information into other systems and extract it to be uploaded to the UGA Financial Management System. It is best to structure your spreadsheet with columns in the same order as they are on the template you will use to upload the entries to the general ledger.
As of March 2024, the current version of the GL Journal Spreadsheet uploader is JRNL_WS ver 9.2.47a.xlsm, where v9.2.47a is the PeopleSoft Version followed by the last upgrade installed. Prior versions of the UGA GL Journal Spreadsheet uploader still function correctly, but there have been enhancements. It is therefore recommended that you use this most recent version.
Download the GL Journal Upload Files How to Submit
Note: To view ZIP file, look in your computer’s “Download” folder after selecting to Download Files button above.
Important: The download button above will open a ZIP file. There are three (3) files in this ZIP package, and all three must be extracted into the same folder on your computer or the macros will not work correctly. The file “JRNL1_WS ver 9.2.47a” is the template where you will key in your data. Journal entries uploaded using this template will go through the workflow approval process. If you have trouble accessing this OneDrive folder, please contact the OneSource Service Desk and we can email you the files.
Prior to using this template: Please review the guidance in our Knowledge Base: Accounting > Working with General Ledger Journals > Working with the GL Spreadsheet Uploader
