Accountants Enterprise with Practice Manager only
You can import employee budget data from a Microsoft Excel workbook (.xls) or from a comma separated file (.csv).
You must enter the data in the correct format. For this reason, we recommend that you:
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Employee budget export the data for a single employee
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update the export file in Excel, adding details for other employees
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save the changes, using File > Save As and select the type of Excel Workbook (*.xls) or comma separated file (*.csv)
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import the updated data into AE.
To import employee budgets from a Microsoft Excel workbook
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From the main menu, go to Maintenance > Employee > Employee Budget Import. The Employee Budget Import window opens.
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At the Excel workbook to import field, click the ellipsis. The Open window opens.
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Locate the file name you want to import. The data in the selected .xls/.csv file displays in the content area.
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At the First row contains column names checkbox, either:
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select the checkbox if the workbook or .csv file contains column names. The import will then include the column names as the first row or
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deselect the checkbox if no column names are present.
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In the content area, deselect any rows you want to exclude from the import.
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Click Import. The Employee Budget Import window displays advising the import was successful.
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Click OK.