Slide 1

Slide notes: Although the Single Format Budget Import can be used for any Budget upload purposes, it is most useful for minor Budget adjustments.

 

 

 

Slide 2

Slide notes:

 

 

 

Slide 3

Slide notes:

 

 

 

Slide 4

Slide 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.

 

 

 

Slide 5

Slide notes:

 

 

 

Slide 6

Slide notes: In column 1, we state the GL Account Code.

 

 

 

Slide 7

Slide 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.

 

 

 

Slide 8

Slide notes: In column 3 we state the Period for the Budget update.

 

 

 

Slide 9

Slide notes: And column 4 has the new Budget value.

 

 

 

Slide 10

Slide notes:

 

 

 

Slide 11

Slide 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.

 

 

 

Slide 12

Slide notes:

 

 

 

Slide 13

Slide notes:

 

 

 

Slide 14

Slide notes:

 

 

 

Slide 15

Slide notes:

 

 

 

Slide 16

Slide notes:

 

 

 

Slide 17

Slide notes:

 

 

 

Slide 18

Slide notes:

 

 

 

Slide 19

Slide notes: Our spreadsheet has to be saved in CSV format, and on the BRIDGE folder, in order to be able to import it.

 

 

 

Slide 20

Slide notes:

 

 

 

Slide 21

Slide notes:

 

 

 

Slide 22

Slide notes:

 

 

 

Slide 23

Slide notes:

 

 

 

Slide 24

Slide notes:

 

 

 

Slide 25

Slide notes:

 

 

 

Slide 26

Slide notes:

 

 

 

Slide 27

Slide notes:

 

 

 

Slide 28

Slide notes:

 

 

 

Slide 29

Slide notes:

 

 

 

Slide 30

Slide notes:

 

 

 

Slide 31

Slide notes:

 

 

 

Slide 32

Slide notes:

 

 

 

Slide 33

Slide notes:

 

 

 

Slide 34

Slide notes: We have to validate the data.

 

 

 

Slide 35

Slide notes:

 

 

 

Slide 36

Slide notes:

 

 

 

Slide 37

Slide notes:

 

 

 

Slide 38

Slide notes: And there may not be any errors between the 'start' and 'end' messages.

 

 

 

Slide 39

Slide notes:

 

 

 

Slide 40

Slide notes:

 

 

 

Slide 41

Slide notes:

 

 

 

Slide 42

Slide notes:

 

 

 

Slide 43

Slide notes:

 

 

 

Slide 44

Slide notes: Now we will check that same Account again.

 

 

 

Slide 45

Slide notes:

 

 

 

Slide 46

Slide notes:

 

 

 

Slide 47

Slide notes:

 

 

 

Slide 48

Slide notes:

 

 

 

Slide 49

Slide notes:

 

 

 

Slide 50

Slide notes:

 

 

 

Slide 51

Slide notes:

 

 

 

Slide 52

Slide notes:

 

 

 

Slide 53

Slide notes:

 

 

 

Slide 54

Slide notes: July and December have both been updated correctly.

 

 

 

Slide 55

Slide notes: