This article explains how to Import Transactions in Insight Legal. 

Importing Transactions 

1. Click Accounts 

2. Select Batch from the Posting column

   

3. Fill in the Defaults fields

4. Click Import Transactions

   

5. Select the Import Template from your folder

   

6. You will receive an Import Confirmation pop-up, click OK

   

7. Click Post

   

   Click here to download Import Templates: