Load GL12 Month data

Make sure to create and save the import file to a directory accessible by the Axiom Application server. We recommend naming the file with a GL_ prefix.

1. To change the current period, in the Admin ribbon tab, in the Database group, click Imports & Utilities > System Period/Year.

   

2. In the System Current Period dialog, in the New Value field, enter the new month value, and click OK.

   

   IMPORTANT: Do not change the System Current Year field unless changing over a new fiscal year. Setting the system period and year could affect other Axiom Healthcare Suite products.

3. In the Admin ribbon tab, in the Database group, click Imports & Data Utilities > Imports > Management Reporting > 01-Load GL 12 Months, and click Execute.

   

4. In the Variables dialog, do the following, and click OK:

   Field	Steps
   Table: Select Table	Select the ACT or BUD table.
   Year Selection: Input Year (YYYY)	Enter the year to load.

5. In the Choose the import source file dialog, select the source file to load.

   

   If the import encounters validation errors, see Resolve import validation errors.

6. After you load the data, run the Income Statement Summary report in Explorer in Reports Library > Management Reporting > Income Statement > Income Statement Summary to reconcile to your GL income statement.