Loading 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.

To load GL12 Month data:

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, type 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. Click Execute.

   

5. 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)	Type the year to load.

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

   

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

7. 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.