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Import Trail Balance

  • April 4, 2025
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The Import Branch and Mapped Branch are errors, and I don't know what I should fill in for it. Please kindly advise with thanks 

Best answer by meganfriesen37

What version are you working on?  Is the training material for the same version?

Looks like you might be in one of the newer releases for your training above.  It used to be that you could only import for one branch at a time, but starting in at least 24R1 you can now import trial balances for multiple branches of a single company at the same time if the branches do not require balancing.   You’ll need to put the Branch ID that your import is for in the Imported Branch column.  The system should update that into the mapped branch column when you validate.

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meganfriesen37
Captain II
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What version are you working on?  Is the training material for the same version?

Looks like you might be in one of the newer releases for your training above.  It used to be that you could only import for one branch at a time, but starting in at least 24R1 you can now import trial balances for multiple branches of a single company at the same time if the branches do not require balancing.   You’ll need to put the Branch ID that your import is for in the Imported Branch column.  The system should update that into the mapped branch column when you validate.


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