Integrate Meraki Jurnal with Universal CSV

Import card transactions, bill payments, reimbursements and bank feed into Jurnal

David James avatar
Written by David James
Updated over a week ago

Integrating Meraki Jurnal using Universal CSV

Mekari Jurnal is a trusted accounting system that makes managing financial records, bookkeeping, and business operations simple and effective.

With automation solutions, it assists you in managing your organisation from anywhere at any time.

Firstly you will need to create a bank account in your jurnal software named VOLOBANK-IDR and share the code & name of the account with us.

Exporting transactions from Volopay

You can export from the accounting table: Accounting table>Pending to export>Export CTA.

You can bulk select or select transactions individually, and after clicking export, a small window will pop up. In the modal popup there will be three options; to export and download.

Once you select “Export as Jurnal format”it will go to the “downloads' ' tab. There, upon opening you will see your exported file in the Jurnal format with the “status” ready. Again when you select download as csv or pdf it will direct you to the downloads tab and you will find the downloaded file with the “status” ready.

Importing transactions in Jurnal

After exporting the transactions from Volopay, you will have to follow these steps for importing the files in Jurnal.

Card Transactions

Go to “Expenses” in Jurnal>Click on Import>Choose file>Proceed.

Your data will be imported in the background, click “Ok” and hit refresh, Voila ! You have your imported card transactions.

Bill Payments

Go to “Purchase” in Jurnal>Click on Import>Choose file>Purchase>Proceed.

Your data will be imported in the background, click “Ok” and hit refresh, Voila ! You have your imported bill payment transactions.

Reimbursements

We can export/import two types of Reimbursements from Volopay into Jurnal, one is approved another is settled. Approved reimbursement means that the claim is approved yet to be paid and settled means it is paid. For approved reimbursements you will get a bill and for paid reimbursements you will get a bill and a payment corresponding to it. So to import a reimbursement you will need to:

Go to “Purchase” in Jurnal>Click on Import>Choose file>Purchase>Proceed.

Your data will be imported in the background, click “Ok” and hit refresh, Voila ! You have your imported reimbursement transactions.It is the same as bill payments.

Jurnal does not provide the facility to import “Others tab transactions' 'you will have to insert the transactions manually into the software.

Bank statement import for Jurnal

Go to “Cash & Bank”>Click on import bank statement>Click on Choose file>select the file>Select the account name>Select the bank partner (which will be Jurnal by default)Click on Import. Voila ! you have your imported bank statements.

Did this answer your question?