Oracle Fusion Finance Excel Templates make it easier for finance teams to upload and manage large volumes of data directly in Oracle Fusion. These ready-made spreadsheet templates save time, reduce manual errors, and simplify key finance tasks such as GL journals, accounts payable, and accounts receivable uploads.
Each template sheet is designed for consistency, easy to configure in Excel, and ensures data is captured accurately before processing.
Budget Template
Tasks Loader
Cost Management
Billing Events
Managing financial data files in Oracle Fusion can be complex and time-consuming. Our pre-built Excel integration templates and file import templates are designed to remove that friction. They include built-in validations, reduce the chance of errors, and streamline the process of loading and importing information.
Finance teams can work faster, improve accuracy, and follow official data import guides with ease.
Excel-editable, governed templates
Pre-configured with Oracle Fusion validations and business rules
Single-click uploads with fast validation
Validate data in Excel, then upload to Oracle Fusion in seconds
Works seamlessly with Oracle ERP Cloud & Oracle Cloud
Fully compatible with Oracle Fusion Cloud Projects modules
Simplified Loader offers a set of Oracle Fusion Finance integration templates designed to cover the most common financial processes. Each template is pre-built, tested, and optimized for handling sensitive financial data and external data uploads securely.
The Accounts Payable template simplifies the bulk upload of supplier invoices and AP transactions. It ensures data files are validated before posting, reducing rework and improving the speed of AP processing.
The Accounts Receivable template supports quick entry of customer invoices and AR transactions. It helps teams manage external data efficiently while keeping information consistent across the system.
Capture customer receipts in bulk using a simple Excel layout. Enter customer, receipt method, currency, amount, and application details (invoice, installment, on-account), validate, and upload to Oracle Fusion Receivables. The template shortens cash application time, improves AR aging, and enhances reconciliation.
Simplified Loader transforms Excel into your gateway for managing customer data in Oracle Cloud. Whether you’re handling new customer setups or updating existing records, Simplified Loader delivers speed, accuracy, and flexibility to ensure your data management processes run smoothly.
The GL Journal template allows you to upload general ledger journals into Oracle Fusion quickly and accurately. With built-in validations, it reduces errors and supports multiple journal types, helping finance teams close faster. Each file is structured to match Oracle’s import templates requirements.
Load bank cash transactions from external sources for rapid reconciliation. Import statement lines such as deposits, withdrawals, charges, and fees into Excel, map attributes, validate, and upload to Cash Management. This reduces manual rekeying, accelerates bank statement processing, and improves cash-position visibility.
Manage asset additions, adjustments, and retirements at scale. Use Excel to capture book, cost, depreciation method/life, locations, and asset category details, then validate and upload to Oracle Fusion Assets. Bulk processing improves capitalization accuracy, speeds month-end, and ensures compliant depreciation.
Finance departments face constant pressure to close books faster, stay compliant, and reduce manual work. With our Oracle Fusion Finance Excel Templates, teams can:
Faster month-end close cycles
Reduced reconciliation errors
Seamless loading and importing processes
Compliance with Oracle data import guides
From template selection to Oracle Fusion upload in minutes.
Choose the Excel template you need (GL, AP, or AR).
Open the template in Microsoft Excel and enter your finance data.
Review the template sheet carefully to make sure all details are accurate and consistent.
Save your work and proceed with uploading the prepared data into Oracle Fusion Finance.
Built with enterprise security and governance requirements in mind. Your data stays protected at every step.
SSO + Conditional Access: Integrate with your identity provider
Inline validations: Catch errors before upload
Audit logs: Complete transaction history and user tracking
DLP & export controls: Prevent unauthorized data sharing
Encrypted
End-to-End
Validated
Before Upload
SOC 2
Compliant
Audit Ready
Full Logs
Take control of your project accounting with Simplified Loader’s Oracle Fusion Cloud Projects Excel Templates. Download sample Excel templates today or request a demo to see how quickly you can manage costs, budgets, and tasks with a single click.
