Import Budgets by Date


System Maintenance Menu -> Configure System Settings -> Accounting Tab -> General Ledger -> Budgets -> IMPORT BY DATE 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 by specific date.

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.

Process Flow:

Errors:
Any errors in the import data will not be imported and will be displayed in the Information Log on the screen.
e.g. GL account not an Expense or Revenue type account
Only records without errors will be imported.

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


Topic Keyword: GLBU04 (5865)
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