Importing Actual Revenue-Expenses

Owned by Julie Leake (Unlicensed)
Last updated: Jul 13, 2018 by Carissa Warnock (Unlicensed)

Budgeting has the capability of importing information from external sources, such as a PMS or other accounting systems, to populate the desired areas within the program. Importing would not enter all your actuals; you will need to manually enter data that the importing process doesn't provide.

To manually enter data, you should proceed to Manually Entering Actual KBI Values.

Fields on the Import Actual Data dialog box

FieldDescription

Period                     

Select the period for which the data is being imported.

Year

Select the year for which the data is being imported.

Interface Class

Displays the location and name of the interface used for the database. This field is for 

RMS

technical support use only.

Import Actuals Path

If this field is active, Tech Support will tell you what to enter in the field.

Browse

Locate the desired data file (that was created from an outside source).

Import Actuals

Imports actual data from external sources into Budgeting.

Load Interface

Loads new or updated interfaces, for file import and/or export, which have been created by UniFocus at the user's request. Generally 

RMS

support will inform you of when you will need to use this option. Each interface needs to be loaded into your database.

Importing Actual Revenue/Expenses

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Financial section, select Budgeting.
    The Budgeting screen appears in a separate tab.
  3. In the Manage Actual Values row, click Update/Start.
    The Manage Actual Values screen appears.
  4. Select Import Actual Data from the Related Tasks menu.
    The Import Actual Data dialog box appears.
  5. Select the appropriate Period.
  6. Select the appropriate Year.
  7. Determine if the words Not Set appear below Interface Class.
    • If the words Not Set do appear:
      • Click Load Interface.
      • Browse for your file and click Open.
    • If something other than the term Not Set appears, proceed to Step 8.
  8. Click Browse and locate the file you want to import per the instructions from Tech Support, if appropriate.
  9. Click Open.
  10. Click Import Actuals.
    A message appears in the bottom window when the import is completed.