Write, Bureaucrats, Administrators
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Difference between revisions of "How to copy Budgets from one installation to another"
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How to copy Budgets from one installation to another (view source)
Revision as of 21:53, 15 October 2015
, 21:53, 15 October 2015no edit summary
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of this is not possible then you can copy budgets across using the steps below. | of this is not possible then you can copy budgets across using the steps below. | ||
# | # Start the old installing of BudgetLink; | ||
# | # Now start [creating budget templates] containing your budget data; | ||
# Make sure that you click on Customise button to choose the budget and the year you want to copy from; | |||
#Save the workbook in a location so that you can access from second installation; | |||
# Now Start the new version to which you the the budgets to be copied into; | |||
# Follow the steps to Import Budgets [[From a Budget Template]]; | |||
# When prompted choose the budget from the template you just saved. | |||