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:
Item Excel Column ------------------------------------ Account #...........: B Division.............: C Date................: D Amount..............: E D/C..................: FNote: It is important to match the Date value on the spreadsheet with the selected Date Format displayed on the header of this Import Budget screen to ensure the records are imported successfully.
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:
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