Difference between revisions of "Importing Budgets"

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Importing Budgets (view source)

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# Budgets can be imported from templates created within BudgetLink.
# Budgets can be imported from templates created within BudgetLink.


== Importing Budgets from a custom spread sheet ==
== Importing Budgets From ==


[[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]]
There are two different ways to import budgets.
 
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.
 
# From the '''Menu''', click on '''20. Budget Entry''';
# Click on '''Utilities''' link in the menu;
# From the Utilities page, click on '''Import from Worksheet''';
# Click '''Yes''' to take a backup of your budgets, prior to importing;
# 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;
# In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook;
# In the '''Worksheet''' list and select the desired worksheet;
# Select the '''Budget Version''' for which to import;
# Select the '''Company''' for which to import;
# Select the '''Financial Year''' for which to import;
# Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then 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''';
# 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. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]].
 
=== Notes ===
 
* If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported.
* 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 Budget Template ==
 
[[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.
 
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 Budget Template''';
# 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]].
 
=== Notes ===
 
* When importing budgets, you can use the 'Clear and Update' action to clear all values prior to importing. For more information see, [[Clearing values prior to importing budgets]].


1: [[From a Custom Spread Sheet]]
2: [[From a Budget Template]]
== Related Topics ==
== Related Topics ==


Jeff
Write, Bureaucrats, Administrators
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