Financial data import

Financial data resides in the General Ledger Staged Data table.

You can import financial data into the General Ledger Staged Data [itfm_gl_data_staged] table by using either of the following methods:

• Import sets
• Easy import

See Import sets.

Important:

Be sure that your fiscal calendar can be used with your financial data.

• General ledger
  The general ledger contains all expenses for your organization for all fiscal periods.
• View expenses in the general ledger
  You can view records in any of the general ledger tables and make changes if necessary.
• Financial data sources and field maps
  Financial data sources point to the actual raw expense data table used by financial modeling and financial planning.
• Create a financial data source
  Database columns referring to raw expense details must be identified to create a new data source in Financial Management.
• Create a data source field map
  Field maps create a reference between the data source columns and transaction columns.