View Import Log

Access the Import Log in order to ensure that a budget has imported correctly. Only budgets that were created via Import File will have Import Logs.

Access the GL Budgeting area.
1. To access the General Ledger from the Home screen, do one of the following:
  - Click General Ledger on the navigation panel.
  - Click Areas > General Ledger on the menubar.
  - Click the down arrow next to Home on the options bar and select General Ledger.
To access the General Ledger from another area of the program, do one of the following:
- Click Home > General Ledger on the menubar.
- Click the down arrow next to Home on the options bar and select General Ledger.
1. Click Budgets on the navigation panel or Areas > Budgets on the menubar.
2. Click GL Budgeting under Budgets on the navigation panel.
Change the budgets that display in the list if necessary.
1. To filter the list by a certain field, select one of the following from the Search where dropdown menu:
  - Budget First Month
  - Date Entered
  - Date Last Updated
  - Description
  - Entered By
  - Last Updated By
2. The choices available in the second dropdown menu vary, depending on the selection you made in the Search where dropdown.
  - Equals: Enter the search criterion (e.g. the full description or user name), or select the correct date from the dropdown calendar.
  - Contains: Enter at least one letter of the description or user name.
  - Within Range: Search between two different calendar dates of your choice. Click the down arrow to the right of each field to choose dates from the dropdown calendars.
3. Click Find.
4. You can apply multiple filters if necessary.
  1. To apply multiple filters to the list, do one of the following:
  2. The Edit Filter pop-up window displays.
    
    Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.
  1. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
  2. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
  3. Click Finish when you have applied all of your desired filters.
    
    To exit the dialog without applying any filters, click Cancel.
To see the filter that is currently applied to the list, hover over the Search where text.
Change the columns that display in the list if necessary.
1. Click the Select Columns link label on the right side of the header bar. The Select Columns window displays.
2. Select the checkbox next to each column that should be included in the list. Deselect the checkbox next to each column that should be removed from the list.
3. Columns will display in the order in which they are listed. To move a column up or down in the list, highlight the column and then click the up arrow or down arrow to change its position.
4. Click OK or press [Enter] to apply your changes to the list. Click Cancel to close the window without saving your changes.

Highlight the appropriate budget and click Link to Import Log (located in the File frame beneath the list).

A read-only copy of the imported file opens, with two additional columns inserted on the left side:

Column A displays the status of the import for each row as Successful, Warning, or Error.
Column B provides additional information about the status in Column A.
- If Column A reads Successful, Column B is blank.
- If Column A reads Warning, Column B displays, GL account is inactive. The row still imports when the associated account is inactive, but the system warns you that no actual activity is allowed until the account is activated.
- If Column A reads Error, Column B explains why that row could not import. Click on any of the following reasons to view additional information:
- - Agency's fiscal period does not match the mapping file
    
    The mapping file is assigned a specific fiscal period when configured. If this does not match the fiscal period for this agency, you may want to copy the mapping file, revise the fiscal period, and attempt the import with the revised mapping file. See GL Budget Import.
  - Agency not found
    
    The agency code entered in the imported file must be an exact match for an agency code that exists in Applied Epic. Check the code in Applied Epic, revise the file accordingly, and attempt the import again.
  - Branch, department, or profit center not found
    
    The branch, department, and profit center codes entered in the imported file must be exact matches for codes that exist in Applied Epic. Check the code in Applied Epic, revise the file accordingly, and attempt the import again.
  - GL account not found
    
    The GL account number entered in the imported file must exactly match a GL account number in Applied Epic. Check the account number in Applied Epic, revise the file accordingly, and attempt the import again.
  - Structure is invalid for GL account
    
    Even if the structure combination entered is valid, it may not be a valid combination for that GL account. See Chart of Accounts Configuration for instructions on how to view and edit the structures associated to a particular account.
  - Structure is invalid for GL account type
    
    Asset, Liability, and Equity accounts are agency-only. Any structure combination below the agency level will not be valid for this account type. See Chart of Accounts Configuration for more information on account types.
  - One or more amounts are invalid
    
    Ensure that no non-currency values are included in any amount fields. The $ sign is permitted and will not make the amount invalid.
  - One or more amount formats do not match the mapping file
    
    The Format specified when configuring the mapping file indicates whether amounts should include a decimal between the dollar amount and the cent amount. This needs to match the format of the amounts in the imported file.
  - One or more amounts exceed the maximum value allowed
    
    The maximum value allowed for currency amounts in Applied Epic is 13 digits to the left of the decimal place.

Note that any revisions you make to the file from this screen are not saved in the system. Clicking Save As will allow you to save a new copy of the file outside of Applied Epic. You can use this revised file to attempt the import again. Be sure to delete Columns A and B prior to importing.
Note: Only one error message will display at a time on the Import Log. If a row has multiple issues and you only correct one of them, the import of the revised row will still generate an error message.