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. |
- This Upload Budget method is required the similar functions as other upload function available in EMP.
- Download the template file
- Fill in the required information according to the table listing displayed at the bottom. Please take note, fields that are regarded as 'compulsory' is compulsory to fill in else the file will not be able to upload.
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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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