Configuring Standard G/L Direct Imports

The G/L Direct - Configure Standard Imports window allows you to select the standard import templates that are provided by the system to use when importing G/L Direct data.

Note: Configuring your standard imports requires a tax return to be open, but it does not have to be activated for G/L Direct. For more information about activating a return for G/L Direct, see Setting up G/L Direct.

To select standard import templates, do the following:

1. Select Config > Configure Standard Imports in the Import group on the G/L Direct tab to display the G/L Direct - Configure Standard Imports window. The window displays the following two lists:
   • Standard imports. Lists the standard import templates stored on your system that are available for you to select.
   • Selected imports. Lists the standard import templates that have already been selected.
2. Do one of the following:
   • Select an import template. Select a template in the Standard imports list and click the right arrow to move it to the Selected imports list. There must be at least one selected entry.
   • Remove an import template. Select a template in the Selected imports list and click the left arrow to move it to the Standard imports list.
3. Click OK to save the standard import configuration and display the selected list of standard import templates in the G/L Direct - Configure Standard Import window.