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J91128's avatar
J91128
Partner
5 years ago
Solved

Importing job budgets

Are you able to import/export job budgets into AR?

Jobs
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi J91128 

     

    There is currently no way to import or bulk add budgets for a Job within the software.


    However, it may be something that a third-party app can be achieved. I would recommend taking a look at the MYOB App Marketplace for a list of the wide variety of third-party apps that extend the functionality of AccountRight.

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  • Steven_M's avatar
    Steven_M
    Former Staff
    5 years ago

    Hi J91128 

     

    Job budgets can be entered through the following process

    1. Navigating to Lists>>Jobs.
    2. Choose the required Job.
    3. Select the Budget from the Job Information window.

    Note: These values do need to be entered manually for the job as there is currently no provision to import these into the software.

    • J91128's avatar
      J91128
      Partner
      5 years ago

      Hi Steven,

       

      Thanks for responding to my question.

       

      I knew how to enter a budged, was hoping to be able to import a budget as I have just acquired a client that has 5 branches and wants to enter budgets going back to February for a gazillion jobs, was hoping there would be an easier way than enterering them all in.

       

      Cheers

       

      Janine

      • Steven_M's avatar
        Steven_M
        Former Staff
        5 years ago

        Hi J91128 

         

        There is currently no way to import or bulk add budgets for a Job within the software.


        However, it may be something that a third-party app can be achieved. I would recommend taking a look at the MYOB App Marketplace for a list of the wide variety of third-party apps that extend the functionality of AccountRight.