Load JE Template & Post JE Copied!
Purpose: These two skills connect your agent to FloQast's Journal Entry Management tool. Load JE Template brings your JE template into the run, and Post JE sends the finished entry out. Together they take a run from raw data to a posted journal entry.
How They Fit Together
A JE agent almost always follows the same arc. Load JE Template comes early, so the run starts with the exact format your entry needs to land in. Your data steps fill the template. Human Review gives a person the final look. And Post JE goes last, sending the approved entry on its way.
The shape of a JE agent: template in, data prepared, reviewed, posted.
Load JE Template
Load JE Template fetches your saved journal entry template from JEM, matched to the entity your agent is tied to. The template reflects your JEM configuration, custom headers included, so what your agent fills in is exactly what JEM expects to receive.
That's the real value of this step. JEM validates every entry on post, and the template labels every field it's going to check. Fill the template, and your Post JE step has few surprises left. You can build the format yourself with Transform Data and skip straight to Post JE, but most Post JE errors trace back to hand-built formats that are almost right.
Load JE Template pulls the template for the entity tied to your agent.
Post JE
Post JE is how your agent can post journal entries directly to your ERP via FloQast's Journal Entry Management tool. It's the last step in a JE workflow: everything upstream prepares the entry, and Post JE makes it real.
JEM validates on post. Debits and credits have to balance, required fields need values, and account details get checked. An entry that fails validation errors at the step instead of posting.
Each Post JE step creates one journal entry from the data it receives. To post several entries in one run, give each its own Post JE step, typically in parallel branches.
And pair it with Human Review: put a review step right before Post JE, and a person approves every entry before it posts.
Post JE goes last, after the entry is prepared and reviewed.
Test runs never post. A test run does everything a live run does except write operations, so you can test a JE agent end to end and no entry reaches JEM or your ERP. Posting only happens on a live run.
Keep in Mind
Required fields live in JEM
Headers can look right and still error. If a field is marked required in your JEM template configuration, every line needs a value in it.
Dates like to be explicit
Date fields are the most common Post JE snag. Keep date columns stored as real dates, and if a date field errors, check its format first.
Setting up your first JE agent? Your FDA can help you map your entry template and build the workflow around it.