How to Export/Import an Appropriation

Accounts Payable | Options | Appropriation Maintenance

Select the Appropriation you want to Export from the Appropriation Grid. The selected appropriation is highlighted in blue.

Click the Tools Menu Drop-Down.

Click Standard Export.

Edit/Add Appropriation Details.

Entry Types are as follows:

• A = Adjustment
• B = Beginning Balance
• T = Transfer
• S = Supplemental

Click Standard Import.

The selected file will be imported to the selected Budget Appropriation. All existing Appropriation Details will be ended on the selected Begin Date.

Enter the Begin Date for the Budget Appropriation.

Click Browse and navigate to the file. Click Import.

NOTES:

1.       Cell format = Text

2.       The import process will end all existing Appropriation Details on the selected Begin Date.

3.       The import process will create new Appropriation Details using the Begin Date as the Start Date and the fields provided by the import file.