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Account Reports

A
Written by Antoine Larsen
Updated over 2 weeks ago

To import a budget you need to first create an export for the nominals you require a budget for.

  1. From the Proclaim Accounts go into the Nominal Maintenance.

  2. Select the Budget tab.

  3. Click the EXPORT at the bottom of the screen.

  4. Select the Practice the export is for.

  5. Select the nominals you are wanting to do an import on by using the shift and clicking the nominals or select all.

  6. You can also pick the year you want to copy to make an export for a different financial year.

  7. Once this is done select EXPORT again.

  8. You will be asked if you want to create a template for the number of rows (nominals you have selected)

  9. Select YES.

  10. The excel template will then appear with the details and this will need saving after adding the figures you require for the new year.

  11. Make sure when saving the type selected for the file is Excel 97-2003 Workbook.

Next step is to import this excel export:

  1. Select the IMPORT button at the bottom.

  2. Select ADD and navigate to the area where the budget was saved.

  3. Double click the document and then IMPORT.

  4. The program will tell you the value of rows and if the import was successful.

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