Copy Advanced Budget From One Company (or Cashbook) To Another

Copy Advanced Budget From One Company (or Cashbook) To Another

Copy Advanced Budget From One Company (or Cashbook) To Another

Below are instructions on how to export a budget from one Cashbook and import it into another Cashbook, or transfer it from one company to another in the same Cashbook

Step 1: Export a Budget

  1. Ensure that you are in the company/year containing the budget to be exported
  2. Click File
  3. Data Transfer
  4. Export menu option


v. Click on Advanced Budget Data tab
vi. Tick the box next to the budget(s) that you wish to export
vii. Click Browse to choose where to save the budget. You can optionally send it to the Data Warehouse as well
viii. Click OK to start the export
ix. Click OK once the export is complete

 

Step 2: Import a Budget

  1.  Switch to the Cashbook/Company into which you wish to import the budget
  2. Click File
  3. Data Transfer
  4. Import menu option

 

v. Tick the Load from Data Warehouse option if you saved the budget to the Data Warehouse
vi. Click on the Load Export button to either retrieve a file previously saved or from the Data Warehouse
vii. Once the file has been loaded, tick the budget(s) you wish to import
viii. Click Import
ix. Click OK
x. Click Yes to confirm
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Article ID 395