EXPORTING A BLANK BUDGET
Go to Financial>>Cards>>Budget
Then Using Budget Wizard for Excel
Fill in an ID for this budget
For Frx budgets make sure that the budget name if it has a space use and underline 2010_Budget
Name the Fiscal Year you are creating this for.
For a Blank Budget: Use Blank Budget
For blank budget just choose next
Choose which accounts you want
You can tell it which segments you want here.
You can uncheck accounts you don’t want or if you want to add accounts that you took out.
A New Workbook
One Last chance to review and FINISH
Will ask you for an excel name for your Budget and where you want to place it.
Will open your budget
If you already have a budget just make sure that it has the following and you can import it.
2 Blank rows on top
Then Column Descriptions have to be there for:
They just have to exist, they don’t even have to be named the same.
IMPORTING A BUDGET
Go to Financial>>Cards>>Budgets
Import from Excel
Here is where you can bring in the blank EXCEL budget you created in step 1.
Or if you just did the layout, you can do a NEW Microsoft Dynamics GP Budget
If you say new then you will have to name it same as we had to name in the first budget
And you will have to tell what year (Fiscal Year) and show it where it is.
Choose your budget that you saved and filled in
Select the Worksheet that the budget is in.
Verify and choose FINISH
It will begin importing (see below)
And the last step it will open your budget in GP.