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Importing Trial Balances

  1. Navigate to the Journal Entry list and click the "Add New Journal Entry" or use the plus button on the left nav bar:

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  2. Select the Property/Company you want to add the Journal Entry for.

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  3. Always date the Trial Balance for the end of the month. In RAAMP on date fields you can type just the numbers if you leave off the year it will fill that in for you. so for April 30th 2022 you can type 0430 and it will fill in the slashes, if you wanted a previous year you could type 04302019 and will recongnize the correct year.

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  4. Add the entry number a common standard if to type JE-04302019 using the date, but you can number it based on your operational standards.

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