> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/data-upload/batch-gl-customer-upload-posting.md).

# Batch GL/Customer Upload Posting

The Batch GL/Customer Upload Posting page allows you to post transactions to multiple GL or customer accounts at once by uploading a pre-formatted spreadsheet file. You can control how the system handles dormant accounts and force debits using the available toggles before submitting. This guide will walk you through the batch GL and customer upload posting process.

## Accessing Batch GL/Customer Upload Posting

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Data Upload** in the side menu.
3. Expand **Data Upload** and Select Batch **GL/Customer Upload Posting** from the dropdown list

## Processing Batch Postings

1. Click **Download Batch Posting Format** to download the pre-formatted spreadsheet template
2. Populate the template with your transaction data and save the file in [**.xlsx**](/core-features/data-upload/batch-gl-customer-upload-posting.md#processing-batch-postings) **format**
3. Click **Browse** or **drag and drop** the completed file into the upload area
4. Configure the following **toggles** as required before submitting:

| Toggle                          | Description                                                                                                                                                                                                                                                                             |
| ------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Allow Debit on Dormant Accounts | Toggle on to permit debit transactions on dormant accounts                                                                                                                                                                                                                              |
| Allow Force Debit               | Toggle on to force debit transactions regardless of available balance                                                                                                                                                                                                                   |
| Enable Preview                  | Toggle on to preview the file contents before submission; displays S/N, Account Number (GL or Customer), Account Name, Branch Code, Branch Name, Available Balance, Debit, Credit, Instrument Number, Sort Code, Transaction Details or Narration, Account Type, and CASA Number Source |
| CAM FEE                         | Toggle on to apply CAM fees to the transactions                                                                                                                                                                                                                                         |

5. Click **Upload** to submit the file and process the postings

<figure><img src="/files/I5JzstHWUYU3BmlATdoQ" alt=""><figcaption></figcaption></figure>

> :pushpin:GL accounts must be active and transaction codes must be valid before submitting. Debit and credit entries in the file must balance.