we are currently doing an implementation. How do I load the budget? I have the template ready to go.
Best answer by Kandy Beatty
View originalwe are currently doing an implementation. How do I load the budget? I have the template ready to go.
Best answer by Kandy Beatty
View originalHi
To upload a Simple Budget, here is how:
To upload the budgets from the respective Excel files, do the following:
The system uploads the budget articles from the Excel file.
The system uploads the budget articles from the Excel file.
You must then Release the Budget:
To release the budgets, do the following:
The Processing dialog box opens. Close this dialog box when the processing is complete.
Here is also the help where you can find more on simple budgets and Hierarchical budgets:
Browse to file. Click OK on common settings. Click OK on Columns.
The above steps will load one budget for one company/branch. If you have multiple companies & branches in one file, consider Import Scenarios. To get started with Import Scenarios, search this forum, Open University, and YouTube. Good luck!
Hello Guys
Please I want to upload new year budget, but I needed to spool out prior year budget to use as a template, I tried getting this but I have an error issue which am stuck and don't know how to go round it
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