365
We recently upgraded from GP 10.0 to GP 2015. We are using the same Excel template to upload the budget into GP Dynamics. However, we are now receiving an error message that there are invalid columns. Were there any changes between versions in the budgeting upload?
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Hi,
There may have been changes between GP10.0 and GP2015 done to the budget functionality in GP. My recommendation would be to export a blank budget from GP2015 to Excel and put your information in that blank template. The steps to do that are below:
1. Go to Cards >> Financial >> Budgets
2. In the Budget Selection window, click on 'New' and select 'using Budget Wizard for Excel'
3. The 'Budget Wizard for Excel' will come up, click on next
4. The following window will come up, fill it out with the appropriate information then click on 'Next'
5. It will then ask you which budget calculation method you want to use, please select 'Blank Budget'. This will create a formatted worksheet that will contain your accounts, descriptions, and periods information.
6. Click on 'Next'
7. In the next window 'Actual Amounts Selection' don't select any year since we want a completely blank budget. Click on 'Next'.
8. Next, select the 'Account Types' you would like to have in your blank budget and click on 'Next'.
9. You will then be asked to select which accounts of the 'Account Types' that you selected, you want to include. You can choose 'All Accounts' or a range of accounts based on a specific type of Segment. Once you are satisfied with your selection, click on 'Next'.
10. You will now be asked to verify the accounts you have selected. In this window you can un-mark accounts you don't need or add accounts that were left out. Once you have reviewed this and are satisfied with the results, click on 'Next'.
11. In the next window, select 'A new workbook' when asked to identify which Excel workbook you want to use. Click 'Next'.
12. Click on 'Finish' on the 'Completing the Budget Wizard for Excel' window.
13. You will now be able to name your Excel workbook. Then click on 'Open'.
14. Your Excel budget will now open and you can fill it out.
Please let me know if you have any additional questions on this.
Best Regards,
Rosa Chavez DeLeon
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Microsoft Dynamics GP Support
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**This posting is provided 'AS IS' with no warranties and confers no rights.**
Hi,
have you tried to export an old budget and change the nos and import it back
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