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Products
Admissions & Enrollment
After School Activities
API
Cafeteria & POS
School CRM
Data Analytics & AI
CMS
Donations
Enrollment Management System
Financial Aid Management
Finance & Accounting
Fundraising
Point of Sale
Scheduling
Student Information System
Summer School & Summer Camp
Solutions
K-12 Private and Independent Schools
K-12 Public Schools
Colleges & Universities
Medical Schools
Vocational and Technical Schools
International Schools
Dance and Theater Schools
Youth Programs
Canadian Schools
Why PCR Educator
Team
Knowledge Base
FAQ
Training and Support
School Portal
Customer Portal
Sign In
Demo
School CRM
Knowledge Base
Importing New Records - Journal Entries
Importing New Records - Journal Entries
Importing New Records - Journal Entries
Follow the steps for
Importing New Records
Field
Required
Type
Sample Value
Notes
Transaction_Date
Yes
Date
"2024/12/30"
Journal_Entry_Memo
Yes
Text
"Payment for Tuition"
Journal_Entry_Note
No
Text
"Details here"
Posted_Date
No, unless journal entry is posted or if Voided_Date is specified
Date
"2024/12/30"
Must fall within an open fiscal year
Voided_Date
No, unless Void_Comment is specified
Date
"2024/12/31"
Must fall within an open fiscal year. Must be after transaction_Date.
Void_Comment
No
Text
"Reversed"
Item1_Account_Id to Item10_Account_Id
No
Identifier
"123"
Must match an existing GL account ID in the ledger
Item1_Account_Number to Item10_Account_Number
No
Lookup
"11-00-00-4257-127"
Must match an existing GL account number in the database
Item1_Amount to Item10_Amount
No, unless Item_Account_Id is specified
Decimal
1500
Must be greater than 0. Must have balanced debits and credits if posting
Item1_Credit_Or_Debit to Item10_Credit_Or_Debit
No, unless Item_Account_Id is specified
Datasource Data
"Credit"
Must be either "Credit" or "Debit"
Item1_Memo to Item10_Memo
No
Text
"Detail note"
Item1_Fixed_Asset_Id to Item10_Fixed_Asset_Id
No, unless associated with fixed asset
Identifier
"456"
Must match a valid fixed asset ID if specified. If specified, the General Ledger (GL) accounts used must match the designated GL accounts for those fixed assets.
Item1_Fixed_Asset_Name to Item10_Fixed_Asset_Name
No
Lookup
"Vehicle"
Must match the name of the fixed asset if specified
Item1_Fixed_Asset_Identifier to Item10_Fixed_Asset_Identifier
No
Lookup
"VIN123456"
Must match a fixed asset identifier in the database if specified
Item1_Classification_Id to Item10_Classification_Id
No, unless your school uses classifications
Identifier
"789"
Must match a valid classification ID if specified.
Item1_Classification_Name to Item10_Classification_Name
No
Lookup
"General Admin"
Must match the classification name in the system if specified.
See also
Importing New Records
Fiscal Year
GL Account
Action
DAT
Linkedin
301-947-7380
sales@pcreducator.com
Schedule Demo
Please, make sure that all required fields (marked with *) are completed.
School Name
Please Enter a Maximum of 100 Characters.
*
Relation to School
*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - Business Manager
Finance - CFO
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
Last Name
Please Enter a Maximum of 30 Characters.
*
Your First Name
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*
Your Email
Invalid Email
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*
Your Phone #
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*
Household
User
PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.