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notes: The Multi Format Budget Import accepts Budget Data where each Line
can include the GL Account Code plus all 12 Budget Values.
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notes:
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notes: The Data Layout View reveals the expected data format.
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notes: So, in a spreadsheet context, each line will have 13 columns, where
column 1 is the Account Code, which is then followed by the 12 Budget
Values in the next 12 columns.
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notes:
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notes: Here is our example in the spreadsheet. We can do as many lines as
we wish, but in this example we use only 2 lines. The 1st line is an
Expense Budget with positive values, and the 2nd line is an Income Budget
with negative values.
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notes:
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notes:
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notes: In preparation of the import, we need to save the file in CSV format
on the BRIDGE folder.
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notes:
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notes:
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notes:
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notes: Before we perform the import, we note this Budget screen where we
show one of the Accounts listed in the data, and we can see that there is
currently a zero Budget for this Account.
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notes:
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notes:
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notes: Now we will perform the import.
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notes:
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notes:
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notes: We can import 5 different Budget Types with this option, and we
select the Financial option in this case.
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notes:
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notes: The start Period for the Budget that we will import must be selected
now, and the other 11 Values for each Account will follow in the Months
thereafter.
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notes:
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notes:
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notes:
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notes:
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notes:
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notes: We select the file that we have prepared for this import.
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notes:
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notes:
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notes:
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notes: And then we need to validate the data, otherwise we cannot perform
the 'take on' step.
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notes:
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notes:
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notes: No errors are allowed between the 'start' and 'end' messages. If
there are any, then we cannot do the import and need to correct the data
first.
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notes:
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notes:
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notes: Since the data validations have been passed, we can now perform the
'take on'.
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notes:
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notes:
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notes:
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notes:
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notes: Just to prove that our Budget 'take on' has worked properly, we show
the Account again that we looked at before, and now we can see the values
that were included in the data import.
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notes:
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notes: We can import Budget values as many times as we like, and each time
those Accounts that are included will have any current Budget overwritten
with the new values, while any Accounts not included will remain as is,
with or without any Budget values already in place.
