Import Budget Rollup Codes



Description of Issue

Is there a way to import Budget Rollup Codes into Munis?

Context
  • Munis
  • 2019.1.13.0
  • glqsimpt
  • COA Builder
Cause

Several hundred Budget Rollup Codes need to be added to Munis outside of entering them manually the glqsimpt process can be used to import these codes.

Resolution

Using the COA Builder Import

  1. Verify all worksheets on the COA Builder Import file are blank.
    1. Do Not Delete the headers on any worksheets.
    2. Do Not Delete any worksheets from the file.
  2. Input the Budget Rollup Codes to the Budget Rollup worksheet.
  3. Save the file.
  4. Run glqsimpt in Munis.
Additional Information

Importing the COA using glqsimpt provides the process for running the glqsimpt utility.