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#62373
-
11/26/19
02:23 PM
Budget Import for next year
tojayc
Casual
Registered: 11/06/13
Posts: 14
Loc: BC, Canada
Hi,
Just want to make sure that to import the budget for 2020, all I need to do is change the defaulte fields' Fiscal Year to 2020 as shown in the picture. Definitely don't want to wipe out the 2019 budget by mistake. Thank you very much.
Jay
[img]
https://ibb.co/2dsZY8J
[/img]
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#62375
-
11/26/19
02:27 PM
Re: Budget Import for next year
[
Re: tojayc
]
Softrak Support
Adagio Action Team
Registered: 03/09/99
Posts: 11550
Loc: Vancouver, BC Canada
Correct.
And to be even extra careful, you can Lock the current year budgets in the Company Profile.
_________________________
Regards,
Softrak Tech Support
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