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Introduction:
When preparing your budget CSV file for import, it's important to understand the meaning of each column header. This guide provides a clear explanation of the column headers and their significance.
Budget CSV Column Headers:
- NC (Nominal Code):
Enter the Nominal Code associated with the specific budget. You can include multiple Nominal Codes as needed.
- CC (Cost Centre):
Include the Cost Centre code that corresponds to the Nominal Code entered in the preceding cell.
- Dept (Department):
Enter the Department code that relates to the Nominal Code and Cost Centre code entered in the two cells to the left.
- Project:
This field is optional and is used for display purposes only. You can specify the name of a project that is relevant to this budget.
- Budget Holder:
Provide the email address of the user responsible for approving the Purchase Requisitions/Orders associated with this budget. The email address must belong to an active user in your account.
- Annual:
Enter the total amount assigned to this budget for the entire year.
- Month 1 > 11:
The budget value will be distributed equally across 12 months. Enter the corresponding value for each month from Month 1 to Month 11. There is no Month 12, as the remaining budget value from the previous 11 months is automatically allocated to this month.
By understanding the meanings of these budget CSV column headers, you can accurately organize and import your budget data into SmartOffice.
