Write, Bureaucrats, Administrators
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Difference between revisions of "Importing Budgets"
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* If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. | * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. | ||
== Importing Budgets from a | == Importing Budgets from a Budget Template == | ||
[[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a | [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a budget template.]] | ||
Budget templates can be created so that Managers can complete or update [[Budgets|budgets]] without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. | Budget templates can be created so that Managers can complete or update [[Budgets|budgets]] without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. | ||
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# From the '''Menu''', click on '''20. Budget Entry'''; | # From the '''Menu''', click on '''20. Budget Entry'''; | ||
# Click on '''Utilities''' link in the menu; | # Click on '''Utilities''' link in the menu; | ||
# From the Utilities page, click on '''Import from | # From the Utilities page, click on '''Import from Budget Template'''; | ||
# Click '''Yes''' to take a backup of your budgets, prior to importing; | # Click '''Yes''' to take a backup of your budgets, prior to importing; | ||
# Browse for and select the desired workbook and click '''Open'''; | # Browse for and select the desired workbook and click '''Open'''; | ||