Copying Budgets - Revision history

Nic at 03:57, 21 July 2014

2014-07-21T03:57:51Z

← Older revision		Revision as of 22:57, 20 July 2014
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	# From the '''Menu''', click on '''20. Budget Entry''';		# From the '''Menu''', click on '''20. Budget Entry''';
	# Click on '''Version Control''' in the menu;		# Click on '''Version Control''' in the menu;
	# From the Version Control page, click the ~~Version~~ '''Control''' button;		# From the Version Control page, click the '''Version Control''' button;
	# Click '''Yes''' to backup the database;		# Click '''Yes''' to backup the database;
	# Click '''OK''' when the backup is complete.		# Click '''OK''' when the backup is complete.

Nic at 02:21, 22 August 2013

2013-08-22T02:21:09Z

← Older revision		Revision as of 21:21, 21 August 2013
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	To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals\|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data.		To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals\|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data.


	== How to copy budget data from one version to another ==		== How to copy budget data from one version to another ==

Nic: Created page with "== Overview == To assist in creating these additional budget versions, data can be copied from one version into another. Actual data can also be copied allowing ..."

2013-08-22T02:16:55Z

Created page with "== Overview == To assist in creating these additional budget versions, data can be copied from one version into another. Actual data can also be copied allowing ..."

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== Overview ==

To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data.

== How to copy budget data from one version to another ==

[[File:CopyBudgetData.png|300px|thumb|right|Copying budget data from one version to another]]

To copy budget data from one version to another, follow these instructions.

# From the '''Menu''', click on '''20. Budget Entry''';
# Click on '''Version Control''' in the menu;
# From the Version Control page, click the Version '''Control''' button;
# Click '''Yes''' to backup the database;
# Click '''OK''' when the backup is complete.
# On the version Control dialogue, click the '''Modify Data''' button;
# On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''', '''Copy''' or '''Move''' the source data;
# If using '''Copy''' or '''Move''' Click the '''To''' list and choose whether to '''Append''' or '''Replace''' the data in the destination budget version;
# Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version;
# You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified.
# Once all your selections have been made, click the '''Modify Budget Data''';
# Click '''OK''' when the operation is complete;
# Click '''Close''' on the Modify Budget Data dialogue;
# Click '''Close''' on the Version Control dialogue;

After modifying your budget data, it is recommended that you review the numbers. This can be done from the Budget Entry Screen. See [[Entering Budgets]] for more information.

=== Notes ===

* If you have a large amount of data over several jobs, this process can take some time.

== Related Topics ==

* [[Modifying Budget Data]]
* [[Moving Budgets]]
* [[Clearing Budgets]]