Budgets - Importing Budgets

Step    Action

  1.     Select {Settings} and then select {Budgets} under Customer

  2.     Select the Imports tab.

  3.     Select {Choose File}. 

         A modal window will open.


  3.     Locate file on computer to be imported and select {Open}. The name of the file to

          be imported will appear next to {Choose File} button.

  4.     Select {Import}. A results window will pop-up to confirm the records imported successfully.