The following article pertains to our New Budgets and does not apply to our Legacy Budgets. See this article for how to identify which version of budgets your domain is currently using.
In this article, we refer to “Location” and “Department”. Your domain may have different labels due to custom organizational categories. Learn more here.
With the Budget Setup Export, you can:
Export out budget spend data with or without spend data visible
Customize what fields you want in budget setup to display
Customize the date range for which budget setup need to be visualized
Update budget setup by editing the exported file and reimporting it to Procurify.
You must be a superuser or have custom permissions to access Manage Budget Setup in Settings to complete the following steps.
Steps:
Navigate to Settings → Manage Budget Setup
Click the Tools button
and select Export Budget Setup
Select the Budget Date Range and the Budget Setup to Export. Important: A Budget Date Range must be selected if you wish to compare data with spending.
Optional: Select the Format Type. You can choose to edit the format of the CSV files if you wish to show different column headers or a different arrangement of columns.
Use the toggle to select if you wish to receive a copy of the CSV by email. This will be sent to the email associated with your Procurify log-in.
Click Export CSV. The export may take a few minutes. Once complete, click the Download CSV button to save the CSV to your computer.
Success! You have exported Budgets.