Description of Issue
How to export budget projection into Excel so departments can enter information
Context
Next Year Budget Entry
Cause
Resolution
Financial>Budget Processing>Next Year Budget Entry
- Select your projection number and click Accept
- You can click Accept again or fill in account find criteria if you want only specific accounts. Click Accept
- Select Excel from the ribbon
- Select Budget Entry Report and click OK
- Choose Account to export account information
- Select the desired fields you want on the budget report, click Accept
Additional Information
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