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How to export budget projection into Excel
How to export budget projection into Excel
- Knowledge Assistant
- Moriah Yorkey
Owned by Knowledge Assistant
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
, multiple selections available,
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