Menu Path: Accounting > Budget > Upload Budget
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EMP server also give the ease to pump in the budget into the system instead of typing it one by one. |
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- Template file deliminator can be selected in different formats. (Eg: Comma)
- Template file headers can be customized based on need.
- Upload the file with header.
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Step 1: Click file link: 'Upload Budget Template'
Notes:
- select source fields and add to target fields (The compulsory fields are pre-selected and can not be removed)
- default format is “comma” delimiter
Step 2: Fill in the data
Excel sample:
Step 3: Save file, save as comma separated values (.csv) format
Step 4: Upload file
Sample of error
- If the file is not sucessfully uploaded, please refer to the column with RED color background
- Please move the cursor to the RED color background to see the Error Message
Related WIKI Page
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