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GL Budget Upload

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Load Budgets

The Load Budget option, General ledger > Data maintenance > Load budgets, requires a spreadsheet file containing the monthly budget values first be saved to Z:\html\gl1 as a tab delimited text file named GLBUDGET.txt.

Notes:

  • An excel template is available named Z:\html\gl1\GLBUDGET.xltx
  • Credit values must include the “-“ sign
  • Please do not include “$” or “,” for thousand separators in any of the values
  • Only accounts included in the file will be updated
  • Not all GL accounts need to be included
  • All GL Budget values will be cleared before the new ones are loaded.
  • Any errors found during the upload will be included in the upload report created.

 

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