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Import / Export tool

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By Admin

The updated layout is more intuitive for importing and exporting and gives you the ability to:

- Import the file from one year to the next without having to change the date, making importing your actuals to your next year's budget so much simpler.

- Perform a test run before you import in your file. That means the system will process the file as normal, but instead of saving the data, it’ll just report back any issues found by e-mail so that you can fix these up.

- Export the file and receive a copy in via e-mail or send it on to anyone in your farming team to review.

- Download a blank template so if you’re starting from scratch, you can just build out your budget in excel and import that in.

See more information on Planning and Tracker Transactions.