How to export budget projection into Excel

Owned by Knowledge Assistant
Last updated: Feb 14, 2024 by Moriah Yorkey
1 min read
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

  1. Select your projection number and click Accept

  2. You can click Accept again or fill in account find criteria if you want only specific accounts. Click Accept

  3. Select Excel from the ribbon

  4. Select Budget Entry Report and click OK

  5. Choose Account to export account information

  6. Select the desired fields you want on the budget report, click Accept

Additional Information

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