Sage 300 2017

SUGGESTED

How easily can a budget from excel be uploaded into Sage? And what is an easy template to build the budget?

  • 0
    SUGGESTED

    Hi

    Its super easy to upload budgets in Sage 300 as the file is relatively flat.

    The best way to always start with importing, is to do an export of the information.

    Enter one budget and then goto File> export and you should be able to walk through the options.  You can then build your import template from there.  As you become more experienced you will learn what fields you can drop off the imports.

    Stacey