Import (Various Files)

The Import options are used to import files of information into the School Accounting System.  The imported information can then be used within the applicable modules of the School Accounting System.  For example, time cards from an electronic time clock can be imported into the Time Cards option to create entries in which to pay employees in Payroll.  The following types of files can be imported:  ASCII text, comma delimited, fixed length, spreadsheet, tab delimited, and other delimited (i.e. pipe or tilde delimited) files.

Within the School Accounting System, Import options are available to import the following:

Accounts Payable

• Invoices

• Purchase orders

• Requisitions

• Vendor addresses

• Vendor custom fields

• Vendor direct deposits

• Vendor email addresses

• Vendor tax information

• Vendors

General Ledger

• Balance sheet chart of account numbers

• Budgets

• Cash receipts

• Cashed checks for check reconciliation

• Checks

• Direct deposit banks
• Manual journal entries
• Received from addresses
• Received from email addresses
• Received froms
• Reference files (for all except funds)
• Revenue and expenditure chart of account numbers

Payroll

• Assignment information (within the Nebraska Staff Reporting option for Nebraska school districts only)

• Deduction/tax adjustments

• Deduction rates

• Deduction W2 boxes

• Deductions

• Employee absences

• Employee ACA covered individuals and coverage dates for 1095s

• Employee contract and unit wages

• Employee contract and unit wage information (excluding amount or rate information) for existing wages

• Employee custom fields

• Employee deductions

• Employee direct deposits

• Employee emergency contact information

• Employee groups

• Employee leaves

• Employee miscellaneous information

• Employee taxes

• Employee wage negotiations information

• Employees

• Leaves

• Pay codes

• Pay period entries

• Payee addresses

• Payee direct deposits

• Payee email addresses

• Payees

• Time cards

• W2 Box 12DD Amounts

Fixed Asset Inventory

• Asset custom fields

• Asset depreciation accounts

• Asset expense accounts

• Asset information, including asset description, serial number, manufacturer, and/or model number

• Assets (within Add New Assets option)

• Buildings

• Classes

• Conditions

• Custom fields

• Departments

• Disposal types

• Owners

• Rooms

• Sites

• Sub class depreciation accounts

• Sub classes

Human Resources

• Benefit types

• Benefits (and benefit levels)

• Buildings

• Certificate types

• Checklists (and checklist tasks)

• Courses (and course types)

• Departments

• Employee benefits

• Employee certificate information

• Employee custom fields

• Employee demographics

• Employee dependents

• Employee emergency contact information

• Employee miscellaneous information

• Employer history

• Endorsements (and endorsement types)

• Evaluation ratings (and evaluation rating types)

• Evaluation types

• Grade levels

• Position titles (and position types)

• Rooms

• Schools (and school types)

• Sites

• Trainings (and training types)

Negotiations

• Salary schedules (Salary Schedule - Amounts table only)

Accounts Receivable

• Customer addresses

• Customer email addresses

• Customers

• Invoices

• Staff

Tip:  The specifications for importing the various files, along with spreadsheet import templates, are available here.

Steps to Import