e-Journal Entry Excel Option

The Excel option allows users to take full advantage of the features in Excel to prepare entries by utilizing templates which will help you to avoid re-keying data into the online form. Users are leveraging the option in several ways: creating templates for recurring entries; dynamically building or importing entries from external sources; copying earlier entries into the e-Journal template to prepare a related entry.

To gain access:

  • Have or obtain e-Journal access
  • Read the e-Journal entry Guide to the Excel Option
  • Verify you meet the System Set Up requirements found in the guide- you will certify this information on the Access Form
  • Submit the “Excel Option- Security Access Request” form

eJournal Entry Guide to Excel OptionExcel Option Security Access Form