ERP Budget Import

Owned by Ben Silva
Feb 11, 2021
2 min read

This document details the steps needed to import a budget from Excel. 

Pre-Requisites

  1. Companies

  2. Divisions

  3. GL Accounts

  4. Import Excel File

Budget Import

Navigate to Ledger > Budgeting on ERP Menu

Click New button

Enter Budget Name

Select Fiscal Year

Enter Description

Click Save button

Click Budget Method button

Click Insert Button

Select Company

Select Fiscal Year

Enter No. of Periods as 13

Enter No. of weeks in each period from 1 to 13

Click OK button

 

Click Import file… button

Navigate to location of import file

Select File of type: Excel Files 2007

Select File

Click Open button

If file format is correct

If all the GL accounts are valid

Data to be imported is displayed

Click Import button

Click OK button

Click Close button

Click Save button