Excel Upload of Journals to BFS

PC users can upload both Financial and Temporary Budget Journals into BFS. This can save time if you have many lines and much of the data already exists in an Excel sheet or other electronic form that can be pasted into a spreadsheet. For example, if you have a spreadsheet you use to calculate your copy redistribution charges each month, and that spreadsheet contains the chartstring and dollar amount, you can paste that information into the template and update it to BFS. This can be easier than re-entering all the data on-line in BFS.

This functionality does NOT work on a Macintosh, even through a Citrix server. Mac users can submit their Excel journals to be uploaded by central campus staff.

PC Users may need to change some settings on their local computers in order for the process to work. Your local tech support can likely help you with this, but if not, please contact the ASD Help Desk at 2-6800, option 5.:

• Make BFS a trusted site in your web browser.
• Allow macros in Excel. This may require a security change available under the Tools menu.... Options.... Security.... Macro Security.

Helpful Links

• Financial Journals (Actuals) - Training Guide
• Financial Journals Upload Template
• Temporary Budget Journal - Training Guide
• Temporay Budget Journal Template