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Best way to import a budget for an entire year

edited Sep 13, 2023 8:30PM in Financials – General (READ ONLY) 3 comments

Summary:

We would like to know what are best practices and the best way to import budgets via a spreadsheet by month (period) for an entire year.

Content (required):

We would like to know what are best practices and the best way to import budgets via a spreadsheet by month (period) for an entire year. The period must be open in order to load the budget via a spreadsheet so we would like to see how people are loading budgets for an entire year (by month) at one time. We export our budget from PBCS then upload it to ERP via Create Budgets in Spreadsheet. Currently we do that every month once the new period is open. However, for the next year we would like to load the entire

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