Training Tidbit: Exporting and Importing Budgets
Would you like to export your budget from the School Accounting System to access it in Microsoft Excel? If so, select the desired report containing your budget figures (i.e. a Flexible Financial Report setup to print budget figures) and print the report to a file by clicking the Export button. Complete the Export Options as desired, being sure to select the Excel Spreadsheet in the File Type field, and then click the Execute button.
Note: A Microsoft Excel file containing budget figures can also be imported into a budget batch within the School Accounting System. To do this, from within the desired budget batch in the School Accounting System, select the Options menu and then Import Budgets. Complete the Import Budgets screen as needed and click the Execute button to import the budget file. For step-by-step instructions on importing a budget file, refer to the Importing topic in the Help File.