Our company has multiple branches, so it would be nice to be able to upload all branches at the same time (P&L and Balance Sheet). Has anybody found a simple way to do this? We also have Velixo, but haven’t tried the writeback capability out of concern of not fully understanding it yet. Thank you in advance!
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Multi-Branch Budget
Best answer by Laura02
Hello,
Yes, we can import multi-branch, multi-year budget to GL using Import Scenarios. Excel will look something like this:
Import Scenario will look something like this:
I’ll attach it.
Laura
1 person likes this
+19Hello,
Yes, we can import multi-branch, multi-year budget to GL using Import Scenarios. Excel will look something like this:
Import Scenario will look something like this:
I’ll attach it.
Laura
Thank you
+19Hello
Yes, I created that just for you. 😉
I’ve imported budgets before, so I knew it could be done. Didn’t have a budget import scenario handy, so I typed it up.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
+19Hello
I just tested the scenario I attached and one change is needed, to import multiple branch or multiple years of budgets sequentially. Please check ON the Commit box on the last line, <SAVE>. Thank you.
Let us know how this works out for you.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
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