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Export a GL Budget

To export a budget, select the Export Budget button ( ) from the GL Budgets window.

Window Functions

Item

Description

Budget Code

The code of the budget to be modified/exported. Select the relevant code from the list.

Branches, Accounts and Sub Accounts

Allows you to reduce the number of records to be exported.

Totals option

Totals on the report, both down and across

Exclude Zeroes

Allows you to reduce the size of the database and speed up the running of reports by excluding all records in a budget that have a value of zero when exporting the budget.

Period Range Selection

The same as Period range selection in the create a new budget window.

OK Button

Exports the budget to a CSV file, launches Excel and populates the spreadsheet with the budget data.

Cancel Button

Ends the session without putting data into the budget table and takes you back to the main budget window.

Related Topics

Setup the GL Budgeting Tool

Create a New GL Budget

Import a GL Budget