Import Budgets by Year


System Maintenance Menu -> Configure System Settings -> Accounting Tab -> General Ledger -> Budgets -> IMPORT BY YEAR button -> Imported Budget Information -> IMPORT button -> Import Budgets

Using this utility, annual monthly budget amounts for each G/L Revenue and Expense account for each division can be imported into Texada SRM.
The budget amounts can then be viewed and further modified from Budgets for reporting on the Budget Summary Report by Account and Budget Summary Report by Layout.

File Requirements:
The import file must be stored on your fileserver as an ASCII TAB delimited file with a *.txt extension.

File Import:
Import the ASCII file as follows:
FILENAME
Enter the ASCII file name with the appropriate directory path from the server, or if the file was just created and moved to the server using the UPLOAD utility, accept the path and filename budget.txt displayed.

BUDGET YEAR
Enter the year to be updated.

Note: Any budget information that is imported and updated using Imported Budget Information will replace every existing record for this year that may previously be saved in Budgets.


Finished?
Click ACCEPT to initiate the import of the data in the text file for this year, or CANCEL to abort.
Errors:
Any errors in the import data will be displayed on the screen and will prevent the entire file from being imported.
e.g. GL account not an Expense or Revenue type account
Errors need to be corrected and the file re-imported.

If no errors are reported, the division and company totals can then be viewed and confirmed using Imported Budget Information before they are accepted and copied into the Budgets table, where they can be further modified as required.

ACTIONS:
Additional actions provided by buttons on the Import Budgets screen include:


Topic Keyword: GLBU02
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