Forum Discussion

GCI's avatar
GCI
Experienced Cover User
4 years ago

Budget Online Entries

I have entered the new budget figures for this year in MYOB Accountright, but the accountants have advised me that I will also have to enter this information in MYOB Online, this is a huge amount of information - is there anyway to push this through with having to manually enter it all again?

  • GCI's avatar
    GCI
    4 years ago

    Thanks Steven, we have a pretty good programmer here who can probably help me with this so i will give it a go.  

  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago

    Hi GCI 

     

    The AccountRight browser interface does have a slightly different budget setup than the Desktop application. As such, entering the budget data entered into the Desktop will not flow through to the Browser and vice versa.

    In theory, it is possible to export the budget out of the Desktop application in CSV so that it can be manipulated into the required file format for the browser. I've included the steps below:
    Note: The below process is complex

    1. Within the AccountRight desktop copy of the file, go to File>>Import/Export Assistant
    2. Choose Export Data>>Accounts- Budgets
    3. Select to separate data using Commas
    4. Select the required fields you wish to export
    5. Once you have completed that export, you would open the file in the browser.
    6. Select to Reporting>>Reports>>Budget management.
    7. Choose Create Budget
    8. Enter the desired information.
    9. Select Export to CSV.
    10. Open both exports in Excel
    11. Manipulate the export data from the AccountRight file to populate the Browser export
    12. Once the data has been popluated, save the browser export.
    13. Navigate back to the browser and import back in using the Import>>CSV option.
    • GCI's avatar
      GCI
      Experienced Cover User
      4 years ago

      Thanks Steven, we have a pretty good programmer here who can probably help me with this so i will give it a go.  

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