how to import GL Budget

fjgillie
fjgillie Member Posts: 17
could anyone tell me how to import GL budget entry?

I find there is a report named Import From Excel. But I am not sure how about the excel format to import? Which column is for GL Acc, amount, date and dimension etc?

Thanks in advance!

Comments

  • MP_NAV
    MP_NAV Member Posts: 42
    In the past I have created a dataport to the G/L Budget Entry table (enusring the Budget Name exists within the G/L Budget Name table), quick and easy.
    -MP
  • csimoneaux
    csimoneaux Member Posts: 168
    by Hand create a few entries in a budget. Then export this to excell. This will give you the format that you will need.