Importing data

You can import General Ledger and payroll data from within the Web Client. However, to import other types of external source data, such as encounters, costing data, and reference data, you will need to use the Axiom Import Wizard. For more information, see Importing data using the Import Wizard.

Before you begin, we recommend that you first review the file review checklist.

General Ledger

One of the first steps in the costing process is to generate a Costing General Ledger (CGL). The CGL is associated with a period of financial data and becomes the primary and only source of all costs, statistics, adjustments, reclasses, and allocations used in the cost accounting process.

To import General Ledger data:

  1. From the Enterprise Decision Support home page, in the Data Control section, click Data Management > External Financial Data > General Ledger.

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  2. From the Select Year of GL Table to Importdrop-down, select the year to import.

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  3. To retain the manual statistic records in the Costing General Ledger (CGL) table, click the Keep Manual Statistics checkbox. To clear the manual statistic records from the CGL and only load the records from the source GL table, leave the checkbox blank.

    IMPORTANT: If manual statistics are loaded manually to the CGL instead of using the Manual Statistics page, and you want to use the Keep Manual Statistics option, then the ReclassType column in the ACCT dimension must be set to StatManual.

  4. Click Run Now.

Payroll Data

Payroll data is often required to help provide a greater level of detail for costing purposes than is stored in the general ledger. Payroll dollars interface directly to the general ledger, but the amount of detail needed for financial reporting is often at a higher level than that desired for cost accounting purposes. The payroll data is used as a basis or statistic to reclass general ledger accounts into more granular categories.

To import payroll data:

  1. From the Setup Guide page, click Data Management > External Financial Data > Payroll Data.

  2. From the Input Year (YYYY) drop-down, select the year to import.
  3. Click Run Now.