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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!

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

Thank you @Laura02!  I take it that this wasn’t a native import scenario and had to be created, correct?

Hello @cchase41 ,

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

Wow, thank you so much!  What else can I send your way @Laura02 ?

Hello @cchase41 ,

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

@Laura02 Checking this last box worked and I’m up and running, thank you so much for your help!

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