Sage 100 ERP Consultant Tip: How to Import Budgets for General Ledger

Sage 100 ERP Consultant Reviews How to Import Budgets for General Ledger Updates Automatically

Question: We are a Sage 100 ERP user, how can we import in budgets for General Ledger.

Answer: There are a couple ways to import budgets into the General Ledger, Data Exchange as well as Visual Integrator. If you own Visual Integrator we have found it easiest to just use Visual Integrator. Build a new VI job using GL_BudgetRevison Table.
You can set up a CSV or Excel spreadsheet with account number is column 1 and each of the monthly budget numbers in a single column. You will also need to assign the year and Budget Code as shown below in the screenshot.

Written by Mike Renner:  Partner of WAC Consulting and Owner at Computer Accounting Services, a  Sage 100 ERP consultant and support provider based in Indio, CA.

Mike is an expert on Sage 100 ERP with over 25 years in the accounting software industry. Mike is also a Sage Certified Trainer and a recognized leader in the design, implementation and support of ERP systems, including Sage.

Specialties: Sage 100 ERP (formerly Sage MAS90/200), Sage 100 Fund Accounting (formerly MIP Non Profit Software), Sage Grant Management, Sage Online Fundraising, QuickBooks Enterprise and Point of Sale VAR.