Aug 03, 2023
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Go to Onesite > Budgeting > Budgeting Adminitration > Data Import
Click on the current tab > Download the CSV Template
Enter the Company ID - This will always be 2265612
Enter the Property ID will be the property ID in Budgeting (Most property ID's are the same as their OneSite ID's except for Subproperties)
Enter the GL Account Number
Enter the Budgeting Year
Enter Budgeted Amounts for each Month
Enter Comments if applicable
Enter As of Date - This will always be the 1st day of the budgeting year
Choose the File to Import
Choose the Year
Choose the Type/Model
Click Import
Click Save