Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics SL (Archived)

Uploading Budget Descriptions/Details

Posted on by Microsoft Employee

Hi!   I have no problems uploading budget data into SL using the template.  Our budget data is at the GL/Sub GL level.  However, after uploading the budget, when generating reports, we cannot see what the amounts are meant to represent.   

What is missing is a description of what the $ amount represents.  For example:

GLXXXX  SubGL YYYY-YYYYYYY  Anti-Virus Software Expense    $1000.00

Is there a way to upload the description "Anti-Virus Software Expense" along with the GL/Sub GL/$ amount?   

I see that when using the upload template, it calls for level 0 to be used.   would uploading using level 1 help with my question?

Thanks!!

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Uploading Budget Descriptions/Details

    Hi

    Are you importing to Budget Maintenance? There is no description field in this screen.

    Chuck Otis

    Winxnet

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans