How to update Financial &Cashflow Budgets inSybiz Vision.
Lets start from the beginning and show you how to export the Chart of Accounts list with pre-populated datato create your new set of budgets.From the Menu area, click Utilities then Budget Wizard Import/Export.
Select Export budgets to MS Excel option, click on the ellipses (3 dots) to create the excelfile and tick the option to Open spreadsheet after export. Then click Next.
Select the year that contains the budget information in the system to export to Excel.Using the sort code drop down you can filter which type of accounts to export.
Select the type of pre-populated data you want to fill in the spreadsheet
Click the Finish button to closethe screen.The spreadsheet filled with datais now ready to start creatingyour new set of Budget figures.
A screenshot of how the spreadsheet will look. Once youhave updated the budget figures you are ready to importthem into the system.
From the Menu area, click Utilities then Budget Wizard Import/Export.
Select the Import budgets from MS Excel option then click on the ellipses (3 dots) andselect your Excel file.
Select with year the budget information needs to be populated then click next.
And there you have it, a quick and easy way to update your Chart ofAccounts Budgets in Sybiz Vision.If you would like to know more about how we can make your businesslife easier visit us onwww.alphabiz.com.auTelephone: +61 8 9277 2226Email: email@example.com