- Click the “Budget” tab.
- Enter the account numbers, description, and amounts per line.
- Click the “Post” button at the bottom of the screen.
Save time by importing the entry from Excel!
- Click “Upload Excel” in the bottom left corner.
- Click “Browse” to search for, then select, the Excel File. If there is a specific sheet used in the Excel File for this entry, choose the sheet from the drop-down.
- Change the Column Header line as needed (not usual).
- (Optional) Check off Ignore hidden Rows and Columns.
- Click “Load”- this will display a preview of what will be imported.
- (Optional) Select “Skip lines with invalid Account Numbers”
- Click “Import” – example below.
The entry is not complete yet.
- Enter a Description.
- Select “Budget Adjustment (Transfer)”, if it applies to this entry.
- (Optional) Enter a Ref #.
- Verify the imported information is accurate.
- Click POST when complete.
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