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notes: Although the Single Format Budget Import can be used for any Budget
upload purposes, it is most useful for minor Budget adjustments.
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notes:
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notes:
Slide 4
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notes: In this case, we can use 1 line to change a Budget value for 1
period on 1 Account, and we can mix any number of Budget Types in the same
upload.
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notes:
Slide 6
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notes: In column 1, we state the GL Account Code.
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notes: In column 2, we have the Budget Type, and we can include different
types in the same data set, although in this example we update the
Financial Budget for both lines.
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notes: In column 3 we state the Period for the Budget update.
Slide 9
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notes: And column 4 has the new Budget value.
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notes:
Slide 11
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notes: This is the Account that we have included in our data, and we will
be updating the values for the July and December Periods.
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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:
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notes:
Slide 19
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notes: Our spreadsheet has to be saved in CSV format, and on the BRIDGE
folder, in order to be able to import it.
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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:
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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:
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notes:
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notes:
Slide 34
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notes: We have to validate the data.
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notes:
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notes:
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notes:
Slide 38
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notes: And there may not be any errors between the 'start' and 'end'
messages.
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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:
Slide 44
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notes: Now we will check that same Account again.
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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:
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notes:
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notes:
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notes:
Slide 54
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notes: July and December have both been updated correctly.