Summary

The Import GL Budgets window is used to import period budgets into the GL module. There are two important steps to take before running this import process:

1. Populate annual budget amounts in the Adopted column on the GL> New Budget Info> Edit New Year Budgets window. 
2. Reset the fiscal year on GL> Utilities> Fiscal Year End Reset. Before resetting, confirm that the current active fiscal year and new active fiscal year values are both correct. Also confirm the Roll adopted budget to current toggle is checked in order to ensure the system rolls the budget numbers entered in the Edit New Year Budgets step.

Once these steps are complete, you can proceed with the Import GL Budgets steps below.

Step by Step

• Open the Import GL Budget window (GL> Utilities> Import GL Budget).
• Click the SELECT FILE button to browse to the import file or drag and drop the file into the area to the right of the button.
  • Click VIEW LAYOUT/FORMAT to display the expected .csv file layout.
    • The expected import will include the account numbers, period budget amounts, and total budget amount for the import GL budget.
• Select the Fiscal Year for the imported budget. This should be the fiscal year you want the period budgets imported into.
• Click the Submit button to import the GL budget.