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ID:9679
Title:gptip42day - Importing Budgets from Excel
URL:http://gp2themax.blogspot.com/2009/12/gptip42day-importing-budgets-from-excel.html
Description:

If you receive errors when trying to import budgets from Excel into GP, try this little trick.  Instead of using your own Excel sheet, export an existing budget from GP into Excel, delete the budget detail from that budget and copy your budget detail into the template. 

Cards>Financial>Budgets


* click image to enlarge

Select an existing budget to export and click the Excel button.


* click image to enlarge

Select the 'New workbook' radio button and click 'OK'.  Save the file. 


* click image to enlarge

Now, delete the old budget details from the file then copy and paste the new budget detail from your budget file.  VERY IMPORTANT - do not change any of the column headings or reformat the exported file in any manner.  You can copy and paste row data, but do not copy and paste anything from the column headings and above. GP is very particular about the column formatting in the import file.  That's why we're using the exported version rather than the worksheet you created your new budget in.

Save the file and import it into GP.

Category:TIPS AND TRICKS BY MODULES: GL (General Ledger): GP Budgets
Link Owner:
Date Added:June 17, 2010 05:08:42 AM
Number Hits:3
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