Creating a Budget in Dynamics GP

Creating a Budget in Dynamics GP

Creating a Budget in GP

Importing/Exporting from Budgets 

To Create a Blank Budget from GP

1) Open the budges window in GP: Financial >> Cards >> Budgets 

2) Click NEW, and select “using Budget Wizard for Excel”. 

3) This will open the Budget Wizard. Click NEXT: 

4) Enter an ID for this budget. Enter a description and select how to base the budge and the date range/year. Click NEXT. 

5) Select “BLANK BUDGET”. Click NEXT. 

6) Select actual amounts. If you do not want to pull any actual amounts, don’t make a selection in this window. Click NEXT. 

7) Select the account types you want to include. Click NEXT. 

8) Select which accounts you want to include from those account types: all or specific accounts. GP will allow you to be specific in this window. Click NEXT. 

9) Verify the accounts you want to include in your budget. 

10) Select if you want to use a new workbook, or an existing workbook. If existing, navigate out to the workbook you want to use. Click NEXT. 

11) GP will give you a snapshot of your options. Verify they are correct. Click FINISH.

12) The wizard will now have you set up your budget file name. Enter a file name and click OPEN. 

13) GP will now send the file to excel, and it will open when completed. 

14) Enter your budget information into the blank budget and save the file. 

 

To Export an Existing Budget:

You can export an existing budget that is already created into excel in order to update and re-import to GP. 

1) Open the budges window in GP: Financial >> Cards >> Budgets 

2) Select the budget you want to import from, then click EXCEL. 

3) Click on Export to Excel. 

4) GP will allow you to create this file as a new workbook or select an existing workbook. If exporting to an existing workbook, browse out the file name and select it. Click OK. 

5) Name the new file name if you are creating a new workbook. 

6) GP will export the file to your new workbook. 

7) Once completed, the spreadsheet will open up. Enter/change your figures for the new budget. 

8) Save the file.

 

To Import a Budget file into GP: 

1) Go back into Financial >> Cards >> Budget. Click on Excel and select IMPORT FROM EXCEL. 

10) The budget wizard will open for the import: 

11) Select your option for what type of file you are importing: new or an existing. If existing, search out to find the file. Click NEXT. 

12) Enter an ID for the new budget. Fill in a description if needed and select your base and date. Click NEXT. 

13) Select your file with the new budget information by clicking on BROWSE, then selecting the file and clicking OPEN. 

14) GP will ask you to select the worksheet that has your budget information.   Highlight and click NEXT. 

15) The wizard will give you a snapshot of your options to review. If correct, click FINISH. 

16) GP will import the file. 

17) Once the file is imported, you will see it in your listing. 

18) Select the budget file you just imported, and click OPEN. You can open in GP or in Excel. 

19) In GP, you can select an account within your budget and see your changes/entries.

 

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1 Comment
  • Posted at 4:41 am, March 2, 2020

    Hi there, how to import budgets into the general ledger in Microsoft Dynamics?

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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

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Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.