How To Manually Import Budget

It is possible to create integrations between TM Master and Financial systems automating the process of creating accounts, budget rows. Account and budget figures can then be created in the external financial system and then transferred to TM Master. Please contact Tero Marine AS on how to accomplish this.
It is also possible to manually import budget figures from a .CSV file (comma separated file)

The sequence of the information in such a file is:

1. Unit Code
2. Account No
3. Cost Code (The “cost code” code not the “Cost code” name)
4. Account Name (Optional)
5. Budget Amount
6. Spent Amount
7. YearMonth (YYMM)
8. Suggested Budget
9. Period

IE:
W13, 123-B, ABC, Example Account, 100000,0,0101,0,1
W13, 123-C, ABC, Example Account, 100000,0,0101,0,1

To import the prepared file:

1. Click “File” à “Import” à “Import Budget”

Fig 12:  Budget Import dialog example

1. Click [Open file] and select the prepared .csv file.
2. If file is correctly formatted it should show in a “preview” as shown in example above.
3. It is possible to edit the details prior to import using the [Edit in grid] button.
4. If you discover one or more rows you do not wish to import, remove the tick  in the “import” column check box for those rows.
5. To Import click the [Import button]