Importing a Budget

Budgets allow you to track your actual and committed income and expenditure. Budgets are set against your nominals and accounts so once you've recorded your budget, you can compare the totals against the budget for that nominal and account.

You can budget for income and expenditure. Income is displayed as a negative value and expenditure as a positive value.

All budgets can be set for your current year and for up to five years in the future.

You can manually add a budget using the Budget Journal document input form (refer to Adding a Budget), or import a budget using myInterfaces.

Before you add a budget, make sure you have a budget code set up or know which existing budget code you are going to use. Go to Creating a Budget Code for more information.

Before importing information: 

1. Using the template stored in Document Upload Templates on the X Drive, complete the details you want to upload.
2. Save a copy of the file.

To import the information in IRIS Financials:

1. Go to Processing Modules, then select myInterfaces.
2. Select the type of information you are uploading, then select the completed file.