{"id":18057,"date":"2023-02-14T15:47:16","date_gmt":"2023-02-14T04:47:16","guid":{"rendered":"https:\/\/ebs.com.au\/?p=18057"},"modified":"2023-02-14T15:47:18","modified_gmt":"2023-02-14T04:47:18","slug":"exporting-importing-gl-budget-entries-business-central","status":"publish","type":"post","link":"https:\/\/ebs.com.au\/blog\/exporting-importing-gl-budget-entries-business-central","title":{"rendered":"Expert Tips for Importing and Exporting GL Budget Entries in Microsoft Business Central"},"content":{"rendered":"
[et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n
In this blog, we’ll focus on best practices for exporting and importing GL entries in Business Central. We’ll show you how to create a budget template that you can use to import budget entries in BC. We will also cover some tips on resolving common errors when doing a budget import.<\/p>\n
In the\u00a0Search <\/strong>area, enter G\/L Budgets<\/strong>, and choose the related link.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Export.jpg” title_text=”Budget Export” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n Select a budget. Click\u00a0Process<\/strong>\u00a0then\u00a0Edit Budget<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Export2.jpg” title_text=”Budget Export2″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n You can set the filters or settings under General\u00a0<\/strong>or the\u00a0Filters <\/strong>FastTab as required.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Export3.jpg” title_text=”Budget Export3″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n In the Budget\u00a0<\/strong>section, select Export to Excel<\/strong>.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Export4.jpg” title_text=”Budget Export4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n In\u00a0the\u00a0Export Budget to Excel <\/strong>window, on the\u00a0Options <\/strong>FastTab, fill in the fields as described in the following table:<\/p>\n [\/et_pb_text][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n In the G\/L Budget Entry<\/strong> FastTab, select the appropriate filters.\u00a0\u00a0Choose OK<\/strong>.<\/p>\n The data that you specified is exported to Microsoft Excel. [\/et_pb_text][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Export5.jpg” title_text=”Budget Export5″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n On the same G\/L Budget<\/strong> page, in the Budget\u00a0<\/strong>section, click\u00a0Import from Excel<\/strong>.\u00a0<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Import.jpg” title_text=”Budget Import” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n In the\u00a0Import Budget from Excel<\/strong>\u00a0window, on the\u00a0Options<\/strong> FastTab, fill in the fields as described in the following table:<\/p>\n Field<\/u><\/strong><\/p>\n<\/td>\n Description<\/u><\/strong><\/p>\n<\/td>\n<\/tr>\n Budget Name<\/strong><\/p>\n<\/td>\n The budget to which you want the entries to be imported in the\u00a0Import to\u00a0section.<\/p>\n<\/td>\n<\/tr>\n Option<\/strong><\/p>\n<\/td>\n Replace entries<\/strong>\u00a0\u2013 To replace entries in Microsoft Dynamics NAV with the budget entries from Microsoft Excel in the\u00a0Import to\u00a0section.<\/p>\n<\/td>\n<\/tr>\n \u2013or\u2013<\/p>\n<\/td>\n<\/tr>\n Add entries<\/strong>\u00a0\u2013 To add the budget entries from Microsoft Excel to Microsoft Dynamics NAV in the\u00a0Import to\u00a0section.<\/p>\n<\/td>\n<\/tr>\n Description<\/strong><\/p>\n<\/td>\n The description for the imported budget entries in the\u00a0Import to\u00a0section.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n [\/et_pb_text][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Import2.jpg” title_text=”Budget Import2″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n Select OK<\/strong> and the file to import.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Import3.jpg” title_text=”Budget Import3″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n Navigate to the created entries by clicking on the ellipsis button …<\/strong> from the G\/L Budget totals<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Import4.jpg” title_text=”Budget Import4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Import5.jpg” title_text=”Budget Import5″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n Here are some of the common errors when importing a G\/L Budget and some tips to resolve<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Errors.jpg” title_text=”Budget Errors” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n Below is an example of a non-unique G\/L Budget entry:<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Errors2.jpg” title_text=”Budget Errors2″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Errors3.jpg” title_text=”Budget Errors3″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/ebs.com.au\/wp-content\/uploads\/Budget-Errors4.jpg” title_text=”Budget Errors4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” header_2_text_color=”#9AB82F” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" In this blog, we’ll focus on best practices for exporting and importing GL entries in Business Central. We’ll show you how to create a budget template that you can use to import budget entries in BC. We will also cover some tips on resolving common errors when doing a budget import. How to export a […]<\/p>\n","protected":false},"author":24,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","cos_headline_score":0,"cos_seo_score":0,"cos_headline_text":"Expert Tips for Importing and Exporting GL Budget Entries in Microsoft Business Central","cos_headline_has_been_analyzed":false,"cos_last_analyzed_headline":[],"content-type":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[60],"tags":[108],"yoast_head":"\n\n\n
\n Field<\/u><\/strong><\/td>\n Description<\/u><\/strong><\/td>\n<\/tr>\n \n Start Date<\/strong><\/td>\n The start date to be included in the budget.<\/td>\n<\/tr>\n \n No. of Periods<\/strong><\/td>\n The number of accounting periods.<\/td>\n<\/tr>\n \n Period Length<\/strong><\/td>\n The length of the accounting periods for the budget.<\/td>\n<\/tr>\n \n Column Dimensions<\/strong><\/td>\n Optionally, specify the dimensions that you want to include.<\/td>\n<\/tr>\n \n Note:<\/strong><\/td>\n<\/tr>\n \n If you have set filters for dimensions on the\u00a0G\/L Budget Entry\u00a0FastTab, you must always specify the same dimensions in the\u00a0Column Dimensions\u00a0field on the\u00a0Options\u00a0FastTab. Dimension information will be lost when you import from Microsoft Excel if you do not specify the same dimensions.<\/td>\n<\/tr>\n \n Include Totaling Formulas<\/strong><\/td>\n Select to include the sum formulas in Microsoft Excel<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
You may now add Budget entries by adding excel lines by dimension combinations as below example:<\/p>\nHow to import GL budget entries into Business Central<\/h2>\n
\n\n
\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Common G\/L Budget Import Errors<\/h2>\n
\n
\n
\n
\n
\n
\n
\n
\n