Importing and Exporting Budgets
Importing and Exporting Budgets
Exporting Budgets
Once the budget is created (see Creating a New Budget) and values entered (see Entering Budget Values), you can export a copy of your budget, which can later be re-imported in the Accounting > Import Budgets screen: If you are using universal navigation, click Accounting > Budgets > Import Budget.
Select Accounting > Budgets. If you are using universal navigation, click Accounting > Budgets > Budgets.
Select a budget from the Budgets or the Edit Budgets screen.
Click Excel or PDF. The file will be processed and available in the File Queue screen (see The File Queue).
Importing Budgets
Before importing a budget, export an existing budget and make any necessary changes to the spreadsheet.
Select Accounting > Import Budget. If you are using universal navigation, click Accounting > Budgets > Import Budget.
Click Choose File.
Select the completed budget worksheet from your files and, once the file name appears below the Choose File button, click Import.
Note: If the Reconcile Budget screen displays, it may mean there is an invalid chart account number (not found in the COA). It will ask if it should add that number to the COA.