To add budget using the excel sheet, you need select the Budget from the Budget Main Account Balances block and then perform the following steps:

 

 

§  The Budget Year/ Serial are retrieved automatically by the system;

§  Enter the Budget Date;

§  Select the preferred Currency;

§  Enter the Name of the Budget;

§  In Name2 you can enter the name of the budget in the second language of the system;

• The Is Approved checkbox is disabled in entry mode. In edit mode, you can check-in this checkbox to activate the budget and set it as approved. If you leave this checkbox un-checked, then the system will set the status as un-approved;
• Enter the Report Till Date;
• The Budget Base is retrieved automatically by the system;
• Enter any necessary Notes;
• Select the Type of importing budget you want to apply by selecting the related radio button; (Annual, Quarter, Periods)

-        Annual: annual budgeting (every twelve months)

-        Quarter: budgeting every three months

-        Periods: budgeting every month

• Click on  and save the file to export the excel sheet template to your PC;
  (Note, The exported sheet will appear according to the selected type, for example : annual will display one column , quarter will display four columns & periods will display twelve columns. The next step will be the import.)
• Open the excel sheet and enter the budget for all accounts in the system and save your work;

 

 

• Upload the excel sheet by clicking on  and locating the file path on your PC;
• Click on  to import the budgets to the system;

 

 

 

Related Topics

Budgets