- [Instructor] The most common way to upload budgets
to Dynamics GP is using an Excel based wizard.
You could simply key in the entire budget,
in fact, you could go to an account card
and bring up your account.
Let's bring up the sales account for instance.
And I can click on budget, select the budget ID
that I'm dealing with, and then start typing away
one by one and keying in my budget amounts.
That's kind of tedious.
There is a calculate feature where you can maybe take
numbers from last year's budget, a percentage
of last year's budget and fill them out automatically.
I've actually never seen it done any other way
than people creating a budget in Excel and uploading it
and that's what I'm going to show you here.
So this single account budget maintenance
is not typically how it's done.
We would instead go to the budgets card,
click New, using the Budget Wizard for Excel.
We click on Next, and it asks for a Budget ID.
We can name this any name that makes sense to us.
We'll call this BUDGET2017A.
Alright then, put a description.
I choose my fiscal year.
I then click Next and it asks me what kind
of calculation method I want.
And I typically select Blank Budget
because I just really want this wizard
to generate the Excel template that's in the correct format
for uploading a budget.
So really what I'm doing is creating a budget,
but also creating that blank Excel template
that I'm going to fill out with numbers
and then bring back in to GP with the numbers.
Click Next and select your year.
Click Next and now you have a chance to exclude
the balance sheet, because typically people will budget
by profit and loss accounts,
and not the balance sheet accounts.
Click Next and Next again, it shows you which accounts
it is going to use for this blank budget,
and that's all my P&L accounts.
Click Next and now it can create a new blank workbook
that I can use to fill out as a template
to bring numbers back in.
I click Finish, I name the Excel file
whatever I want to call it.
Click Open and it exports the data to Excel with zeros,
and as a convenience, it will also give you the actuals
on another worksheet tab here.
But this is where you would fill out all
of your budget numbers and then use the Wizard
to import it back in to Dynamics GP.