Budgets - Import From Excel

This tool requires the purchase of the Budget Interface Module. Please contact your Sales Account Manager for more information.

1. In the Navigation Pane click on System Tasks - Budgets
2. Under Start a Task click on Budgets – Import From Excel.

Select Excel Budget file to Import

Click on the Browse button to locate the Excel worksheet created in the Budgets – Export to Excel step.

Edit

Click on Edit button to open the Excel worksheet and make any last minute changes.

Import

Click on the Import button to load the information and for review prior to updating your budgets. Close the Preview screen to continue to the Update step.

Update

The Update button is now available. The Budget Type to Update will default to Original Budget. Click on the Update button to start the updating of the building’s budget for the year shown on the Excel worksheet.

Exit

Click on the Exit button when the process has finished

Report

To get a printout of the budget, go to the Financial Statements – Fiscal and select Report Name 63, which is a 12-month spread. Enter the last day of the fiscal year and select Original Budget / Nothing in the Select Here field.