Posted Tue, 19 Nov 2019 20:43:58 GMT by Ed French General Manager

My company has the budget in an excel spreadsheet..    We would like to upload it to M3.    Is it possible, and if so, anyone have the instructions?

Thank you

 

Posted Thu, 21 Nov 2019 19:10:36 GMT by System Administrator

Hi Ed,

Yes, the ability to import budgets with Excel files is available within Accounting Core. You can download a template for the import within the Import Export Utility. Using this template, you should be able to copy/paste your values from your excel file into this template. At that point, you should be able to then import the Budget. A case has also been created for you regarding this question so that a Software Support Technician can reach out to assist if needed.

https://help.m3as.com/content/solution-source/import-export-utility/how-to-download-a-budget-import-template---import-export-utility/

https://help.m3as.com/content/solution-source/budget/

Thank you,
M3 Support

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