Write, Bureaucrats, Administrators
2,725
edits
Difference between revisions of "Importing Budgets"
Jump to navigation
Jump to search
no edit summary
| Line 9: | Line 9: | ||
== Importing Budgets from a custom spread sheet == | == Importing Budgets from a custom spread sheet == | ||
[[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing | [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] | ||
If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. | If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. | ||
| Line 27: | Line 27: | ||
# Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; | # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; | ||
# Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; | # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; | ||
# Click '''OK''' on the Import Budget Data dialog box to import the data | # Click '''OK''' on the Import Budget Data dialog box to import the data; | ||
# Once the import has finished, click '''OK''' on the confirmation dialogue. | |||
After importing, it is recommended that you review the imported budget data. For further information, see [[Entering Budgets]]. | After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. | ||
=== Notes === | === Notes === | ||
| Line 37: | Line 38: | ||
== Importing Budgets from a Marked-Up Workbook or template == | == Importing Budgets from a Marked-Up Workbook or template == | ||
[[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a marked up workbook.]] | |||
Budget templates can be created so that Managers can complete or update budgets without requiring access to BudgetLink (see Creating Budget Templates for more information). The budget data in these marked up workbooks can then easily be imported into BudgetLink. | |||
If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. | If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. | ||
# From the '''Menu''', click on '''20. Budget Entry'''; | |||
# Click on '''Utilities''' link in the menu; | |||
# From the Utilities page, click on '''Import from Marked Up Workbook'''; | |||
# Click '''Yes''' to take a backup of your budgets, prior to importing; | |||
# Browse for and select the desired workbook and click '''Open'''; | |||
# If you wish to import comments as well, click '''Yes''' to the next message; | |||
# In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; | |||
# In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; | |||
# Confirm the '''Budget Version''' for which to import; | |||
# Confirm the '''Company''' for which to import; | |||
# Confirm the '''Financial Year''' for which to import; | |||
# Click '''OK''' on the Import Budget Data dialog box to import the data; | |||
# A list of worksheets will be displayed. Tick the sheets you wish to import and click OK; | |||
# Once the import has finished, click '''OK''' on the confirmation dialogue. | |||
After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. | |||
== Related Topics == | == Related Topics == | ||