99.987% uptime·0 security breaches·35+ years in education·Built and supported in the U.S.
Posted January 01, 2025
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.
Update

Streamlined Selector and Widget Configuration

1 min read · Updated April 26, 2026

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