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Add new column to Import & Export G/L Budget Excel template

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Posted on by Community Member Microsoft Employee

Hello,

Can please advise me how to add a column to the Import and Export excel template in the G/L Budget page. The field exists in the Budget Ledger Entries and I need to include it in the excel template so that I can import data to the field.

Appreciate your help.

Regards,

Aron

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Community Member Microsoft Employee on at

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RE: Add new column to Import & Export G/L Budget Excel template

Thanks Vishal,
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Community Member Microsoft Employee on at

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RE: Add new column to Import & Export G/L Budget Excel template

When you click - Export to Excel option, You would see the "Column Dimensions field" where you can choose the required budgeting dimension and generate the desired template.

Hope this helps.

Best Regards,

Vishal Salot
Community Member Microsoft Employee on at

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RE: Add new column to Import & Export G/L Budget Excel template

Hi Vishal,

Yes it a dimension-Employee Code

Thanks
Community Member Microsoft Employee on at

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RE: Add new column to Import & Export G/L Budget Excel template

Hi Visha,

Yes it a dimension-Employee Code

Thanks
Community Member Microsoft Employee on at

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RE: Add new column to Import & Export G/L Budget Excel template

Hi Aron,

Which field you would like to include in the template?

Is it dimension ?

Best Regards,

Vishal Salot