Budget Posting to General Ledger from Excel

Fund Accounting, Accounts Payable, Accounts Receivable, Payroll

Moderators: Moderators, Tech Support

Post Reply
gballpbc2011
Posts: 2
Joined: Fri Feb 04, 2011 3:16 pm

Budget Posting to General Ledger from Excel

Post by gballpbc2011 »

Is it possible to transfer the budget from an excel spreadsheet or an access table into the Power Church Software instead of entering each account individually. Version 11.1

NeilZ
Posts: 10578
Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
Contact:

Re: Budget Posting to General Ledger from Excel

Post by NeilZ »

gballpbc2011 wrote:Is it possible to transfer the budget from an excel spreadsheet or an access table into the Power Church Software instead of entering each account individually. Version 11.1
Unfortunately, there is no programmatic way within Powerchurch to do this. Trying to do it outside of Powerchurch could cause database integrity problems as there may be some programmatic checks and processing that govern the database update.

That said, while it is a pain to do the first time, it does get easier in later years, especially if the budget does not change every year.

The only import available in Funds Accounting are transaction imports, and they really only do debits/credits to the COA.
Neil Zampella

Using PC+ since 1999.

gballpbc2011
Posts: 2
Joined: Fri Feb 04, 2011 3:16 pm

Re: Budget Posting to General Ledger from Excel

Post by gballpbc2011 »

Gracias. I was hopeful but not overly so. I will probably copy the old budget over to the new year and change the items that need to be changed.

An accountants life is never easy :lol:

Post Reply