Batch Upload Now Available

Batch Upload / Download Functionality Now Available in the Budget Tool

 

We are pleased to announce that the batch upload / download functionality is now available and visible to you on the Budget Tool header menu.   

 

New Features Available

 

  • Ability to download ChartStrings to an Excel spreadsheet, revise budgets and upload the spreadsheet for Direct Activity, Transfers and Payroll salaries
  • Ability to download actual Transfers as view only
  • Ability to download fringe accounts as view only

 

Updated Web-Based Training Available

 

The web-based Budget Tool Changes training material has been updated to include guidance on how to use the new batch upload / download functionality.  Click here to access the updated training material.  You can also navigate to this training material through the Training Catalog on the Finance Gateway at http://finance.columbia.edu/training-catalog, and search by “Budget Tool”.

 

If you have questions regarding the Budget Tool, please contact the Finance Service Center.  You can log an incident or request a service by using a self-service web form, or you can contact the Service Center by phone: 212-854-2122 Monday-Friday, 9:00 am – 5:00 pm. 

 

Thank you for your continued support and for helping to ensure the additional Budget Tool functionality is successful.  

 

Regards,

 

The Budget Tool Team