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GL Creation

The GL Creation page allows you to create multiple General Ledger accounts in Udara360 at once by uploading a pre-formatted spreadsheet file. Rather than setting up each GL account individually, you can prepare all account data in the provided template and submit it in a single upload. This guide will walk you through the migration process.

Accessing GL Creation

  1. Log into the application using your credentials.

  2. From the dashboard, navigate to Data Migration in the side menu.

  3. Expand Data Migration and Select GL Creation from the dropdown list

Migrating GL Accounts

  1. Click Download GL Creation Migration Format to download the pre-formatted spreadsheet template

  2. Populate the template with your GL account data and save the file in .xlsx format

  3. Click Browse or drag and drop the completed file into the upload area

  4. Click Upload to submit the file and create the GL accounts

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