The second Select-n-Load function is one that allows you to capture your budget details within Excel, either entering values, using formulas to calculate the budgets either on existing data or using PaXcel functions. Once this has been done you can select the budget to upload and press the Budget Upload button on the PaXcel toolbar.
Your budget capture sheet can be in any format and include either straight values, or be based on calculations using any of the other PaXcel formulas. All that is required is that your column headings match those indicated below, the import region must include the account that you wish to write the budgets back to.
Account |
The account number that you wish to write the budgets to. Please note that this can not be a main account
|
Description |
Optional description of the account
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Month n |
This year budgets where n represents the period e.g. Month 1 Month 6 Month 10
|
Future n |
Next year budgets where n represents the period e.g. Future 1 Future 6 Future 10
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Last n |
Last year budgets where n represents the period e.g. Last 1 Last 6 Last 10
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Your budget upload does not need to include all periods, it can just include those that you wish to write back. For example the screen shot below shows a budget upload sheet where we only want to upload budgets for the last 3 periods of the year.
