Amount is coming up as 0.00 when I try and see Account info from Budget in Cards

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In GP 2015 when I go to Cards, Budget, select the budget, and Open Using Dynamics GP and search an account number, the amount displays as 0.00 for each period and the total. I don't know what I'm doing wrong. In the excel document in Cards, I have the account number, description, 12 periods, and then a total column. How do I get GP to read that total column and the column for each period?

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Richard Wheeler 75,848 Moderator on at

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Have you completed the process by importing this budget into GP? If so, I have seen instances where if I imported from an xls file it would work as opposed to an xlsx file.

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Community Member on at

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It won't let me import it as an .xls file. When I try and do import from excel, the only file option it gives me is .xlsx and it won't allow me to change it.

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Richard Wheeler 75,848 Moderator on at

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Did you build this spreadsheet using GP and then populate it? Have you tried using a different computer?

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tjr2jtr2 117 on at

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Richard is right - if you export the prior year's budget from GP, you'll be able to use that excel file to put your numbers into and reimport this into a new budget id.

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Jacob52 5 on at

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If so, I have seen instances where if I imported from an xls file it would work as opposed to an xlsx file. www.myfirstpremiercard.com

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