...
- Access the Ledger module.
- Click on Budgeting.
- Click New.
- Specify a Budget Name. For example: 2014 Budget
- Specify a Fiscal Year option. For example: 2014
- Optional: Specify a Description value.
- Click Save.
- Click Budget Method.
- If an option under Budget Method List does not exist:
- Click Insert.
- Specify a Company value. For example: 70
- Specify a Fiscal Year value. For example: 2014
- Specify the No. of Periods in the Fiscal Year. For example: 12
- Specify the No. of Day in the Fiscal Year. For example: 365
- For each Period in the No. of Weeks in Each Period column, specify a value.
Note: You only need to specify rows for the # of Periods that you have.- For example:
- Period 1 = 4 weeks
- Period 2 = 4 weeks
- Period 3 = 5 weeks
- Period 4 = 4 weeks
- Period 5 = 4 weeks
- Period 6 = 5 weeks
- ...
- For example:
- For each Period in the No. of Days in Each Period column specify a value.
- For example:
- Period 1 = 28 days
- Period 2 = 28 days
- Period 3 = 35 days
- Period 4 = 28 days
- Period 5 = 28 days
- Period 6 = 35 days
- ...
- For example:
- Click OK.
- Click Insert.
- If an option under Budget Method ListList does exist:
- Select the desired Budget Method option from the top grid for this budget.
- Click OK.
- Select the desired Budget Method option from the top grid for this budget.
- Click the Import File button.
- Select the option of "Excel Files 2007" under the Files of Type option at the bottom of the window.
- Browse to the location on your computer or network to the Excel file.
- Click Open.
The data from the file should now be displayed in an Import Budget screen. Review the data for accuracy.
- Click Import.
- Click OK to the Importing Data Is Successful message.
- Click Close.
- Click Save.