Many credit unions would like to have the ability to import data from their credit union's data processing system into Insight; however, there are a wide variety of data processing systems in use today, each with different versions, settings, and general ledger codes, making a "standard" import set-up impossible to implement.
To solve this problem, we've developed a tool designed to help Insight understand the general ledger codes used in your data processing software, so that you can successfully import financial information from your data processing system.
The help screens and tutorial that follow will help you to understand how to use the GL Mapping Tool to import your data.