Infor LX & BPCS Tip of the Week: Journal Upload – EGLi
EGLi users who maintain journal entries in a Microsoft Excel spreadsheet can use this utility to upload journal entries to EGLi. The Journal Upload installation program adds an Add-Ins tab to Microsoft Excel. This tab includes options to connect to the server where EGLi is installed and to open a spreadsheet template to use for manual journal entry. When the spreadsheet is complete, the Add-Ins tab is used to upload the spreadsheet.
To install Journal Upload:
- The Power-Link Installation page has links to the Client installation programs and a link to download and install the Journal Upload utility. To access this page, use this link with your own values for system and NetLinkport: http://system:NetLinkport/Installs/ClientInstall/Install.html where system is the server where IDF is installed and NetLinkport is the Net-Link port, typically 36001
- On the Power-Link Installation page, click the link provided to download and install EGLi Journal Upload.
- Follow the screen prompts to complete the installation on your PC.
- To verify the installation, open an Excel spreadsheet. Confirm that the Add-Ins tab is on the spreadsheet.
See the Infor Enterprise General Ledger for System i Journal Upload Installation and Infor LX Configuration Guide.