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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!!

  • 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

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