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  • Fill in the amount fields as planned for the period selected and close the budget entries page when done.

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COPY BUDGETS

Entering your budget manually can take up a lot of your time. To avoid manually entering a new budget, you can use the Copy Budget feature to copy from an existing general ledger budget entry or general ledger entry.

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To copy budgets follow these steps;

  • Select the search icon, type in G/L Budgets, and then select the related link.

  • Select the Budget name.

  • Select Process.

  • Select Copy Budget.

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  • Fill in the Copy From section as appropriate to identify the source of the copied budget entries. 

  • Fill in the Copy To section as appropriate to identify where the copied budget entries are to be sent.

  • Fill in the Apply section to access various calculation alternatives to help copy budgets.

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EXPORT BUDGET TO EXCEL

To export a budget from Business Central to Excel follow the steps below.

  • Select the search icon, type in G/L Budgets, and then select the related link.
    Choose the budget you wish to export to Excel from the GL Budget list page.

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  • On the selected budget’s page, go to Process and then select Export to Excel.

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