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#62373 - 11/26/19 02:23 PM Budget Import for next year
tojayc Offline
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 Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11321
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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