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 originalHello 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
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!
Hi
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:
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