Can I import the cashflow figures into my KEYPrime Accounts?

Modified on Tue, 11 Feb at 11:41 AM




Yes, if you’ve mapped your nominals under Setup and Code Mapping, then when you go to Utilities and Export, select the accounts nominals. Otherwise, you’ll get the KEYPlanner nominals and will need to replace them with your accounts nominals before proceeding to KEYPrime and Management. There, create a new budget and import it using the Excel option





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