Importing a Financial budget using the GP web client

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Posted on by Glen Strebel

I was able to go to Financial>Cards>Budget and export a blank budget, but I was not able to import the excel worksheet because I receive an error. In the Budget Wizard for Excel window under select the excel file, I browse out to my worksheet and select it, but then I receive the error: "Please enter an existing file." - Assistance please!!

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Hi Glen,

Can you export the smartlist report as excel file? TB report as excel file?