Budget Entry

  • Budget Entry

    Posted by DSC Communities on December 14, 2016 at 11:44 am
    • Paul Poulos

      Member

      December 14, 2016 at 11:44 AM

      I downloaded the Excel Spreadsheet to enter monthly budget amounts by account for 2017. I successfully uploaded the spreadsheet. Can I use the same spreadsheet and make changes and then uploaded them into the system for the same budget year? I assume it will ask me to over write the existing info in the Budget. Please confirm. If this can’t be done is there a way to clear the existing budget data from all the accounts and then upload the adjusted version?

      ——————————
      Paul Poulos
      Hicks Nurseries Inc.
      Westbury NY
      ——————————

    • Maureen Martin

      Member

      December 14, 2016 at 1:08 PM

      Hi Paul,

      Your approach should work just fine.  I have used it many times in the following way: 

      1)  Let’s say Excel workbook file is named 2016-17 BUDGET.

      2)  Name the Excel worksheet 2016-17 ORIG (this denotes the original budget for the 2016-17 Fiscal Year)

      3)  When we Upload to GP, we name the budget:  “2016-17 ORIG”

      4)  Copy the Excel worksheet 2016-17 ORIG to a new tab in the same workbook and name it 2016-17 Am01 (referring to Amendment 1, to distinguish from Orig)

      5)  Make changes to Excel 2016-17 Am01 according to your needs

      6)  Upload to GP, and when it asks for workbook name and worksheet reference, use:

      • Workbook (or File) Name:   2016-17 BUDGET
      • Worksheet Name:               2016-17 Am01

      I’ve done this for several years, including several amendments in the same Excel workbook for the year, and just pointing GP to the different worksheets when uploading.  Works like a charm!

      ——————————
      Maureen Martin
      Finance Manager
      Home Repair Services
      Grand Rapids MI
      ————————————————————————-

    • Bill Schulz

      Member

      December 15, 2016 at 9:56 AM

      Hey Paul,

      One thing to keep in mind is that the second upload overwrites existing data. But if you have an account that was in the original budget but is not included in the update, the original figures will not get overwritten and will still be in your budget data in GP. So you need to upload a zero balance for this account in your second file.

      Just be sure to export a final copy from GP and compare to your spreadsheet to ensure everything is correct and your totals tie. If you need to make any individual adjustments, you can always do that account by account in GP, if easier.

      One of the great new features of GP 2016 is the Budget Import Exception Report. It will tell you if your upload failed for any accounts because they do not exist in GP, or if you have any duplicates in your upload file.

      ——————————
      Bill Schulz
      Turnkey Technologies, Inc.
      St. Louis MO
      ————————————————————————-

    DSC Communities replied 7 years, 7 months ago 1 Member · 0 Replies
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