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changes.mady.by.user Pamela Salazar

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New Version 5

changes.mady.by.user Liz Dorado

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Column Data 
 AG/L Account – may be up to 8 numbers
 B

 Profit Center – may be up to 8 numbers

Note

In case that Account Structure has 2 or more segments, combine the codes of these segments.

Add trailing zeros at the start of the segment if combined code is less than 8 digits to complete the required length.

For instance, if your Location is 2005 add leading zeros to complete the 8 digits total length.

Image Added

 CFirst Period # – must be numeric (next period number in column F)
 DFirst Period Data Type (A = Amount or U = Units) – must be capital A or U and must be left justified (next period type in column G)
 EFirst Period Budget Amount or Budget Quantity – must be numeric, no commas,  decimal not required if whole number, minus sign (-) is required only for credits and may be leading or trailing (next budget amount or quantity in column H)

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Full Year 
All twelve (or thirteen) general ledger periods will need to be included into the import file. Formatting requirements are as follows: 

Info
titleDownload Template

ImportBudgetFull Year.csv

Column Data  
 A G/L Account – may be up to 8 numbers
 B

 Profit Center – may be up to 8 numbers

Note
In case that Account Structure has 2 or more segments, combine the codes of these segments. Add trailing zeros at the start of the segment if combined code is less than 8 digits to complete the required length.

For instance, if you have Location 2005, add leading zeros to complete the 8 digits total length.

Image Added

 

 C Data Type (A = Amount or U = Units) – must be capital A or U and must be left justified
 D thru O Budget Amount or Budget Quantity – must be numeric, no commas, decimal not required if whole number, minus sign (-) is required only for credits and may by leading or trailing

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