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Budget Export to Excel Tab

This tab displays when you select the Export from Excel button on the Setup Budgets Tab in eFinancials or ePO.

Use this button to export budget data from the system to an Excel spreadsheet.

Prerequisites

Confirm that you have the required setup complete. Refer to Export / Import Budget Data Using Excel for more information.

To Export to Excel

1. At Selected EntityCompany, select an EntityCompany from the drop-down list.
2. At Year, select a budget year from the drop-down list.
3. At Budget Version, select a budget version from the drop-down list.
4. At Income and Expense Accounts, click this option is you want the export to include budget amount for income and expense account types only.
5. At All Accounts, click this option is you want the export to include budget amounts for all account types.
6. At From Account / Thru Account, click the Lookup Button to display the Select GL Account Tab, and select beginning and ending account number for export.
7. Select the Export to Excel button to export the budget amounts. A file download message displays.
8. Select the Open button. The Excel spreadsheet displays.
9. Use Excel options to continue.  

Navigation

Budgets Tab Setup

ePO Introduction