Import from Excel

If you have created budgets with amounts in Excel, use the Import from Excel option to copy them to Isah Finance. To use this option, the Excel file must contain some required columns; other columns are optional.

Columns	Description	Required	Category
ACCOUNT	Ledger account	Yes	Formatted string
BUDGETAMOUNT	Budget amount	Yes	Formatted numeric 12.2
COSTCENTERCODE	Cost center	No	Formatted string
COSTCATEGORYCODE	Cost category	No	Formatted string
BUDGETALLOCATIONCODE	Budget allocation method	No	Formatted string
BUDGETMANAGER	Budget manager	No	Formatted string
BUDGETQUANTITY	Budget quantity	No	Formatted numeric 12.3

Import from Excel

Select the budget you want to add budget lines to, and then click the Import from Excel button.
Select the Excel file from which you want to copy budget lines.
The following checks are performed on the Excel file:
- The column titles in the first row must contain all required fields.
- In addition to the required fields, the column titles in the first row can only contain the prescribed optional fields.
You can continue only if all checks have been successful.
Click the Continue button.
The data from the Excel file will be displayed. Any cells containing invalid data are highlighted.
Where necessary, correct the data in the highlighted cells.
The corrections you make will also be implemented in the Excel file.
Click the Continue button.
The data from Excel will be displayed in a list. If the budget already contains any lines, a warning will be displayed saying that those lines will be updated.
Click the Finish button.

Result

The budget lines from Excel have been added to the budget and any pre-existing lines have been updated.