After a budget is created it tends to be dynamic, as business and budgeting needs change during the course of the year, resulting in budget values changing or needing to be moved from one account to another.
As well as being used to create budgets, Microsoft Excel can also be used to maintain them. This can be done in one of two ways.
The Open button can be clicked and this will open the existing Microsoft Excel spreadsheet, which has previously been exported. This method is not generally recommended, as there is no guarantee that the spreadsheet on your PC or network share is the most up-to-date.
The budget can be exported to Microsoft Excel for amendment. This method ensures the up-to-date budget is updated.
To amend a budget using Microsoft, perform the following steps:
Open the Budget Selection window in Dynamics GP by clicking on Financial from the Navigation Pane on the left, and clicking on Budgets in the area page under Cards | Financial.
Click on the 2017 MASTER budget...