Budget Import for next year

Posted by: tojayc

Budget Import for next year - 11/26/19 02:23 PM

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]
Posted by: Softrak Support

Re: Budget Import for next year - 11/26/19 02:27 PM

Correct.

And to be even extra careful, you can Lock the current year budgets in the Company Profile.