Imports Budgets
In the Budgets theme , it's possible to make numerous imports, not all of which have the same requirements.
Rights required : Synchronize budgets The "Import" button allows you to access this settings screen and certain types of import.
The various import options are managed by rights. See each import page for required rights.
Read more :
Import memo - 3.1 Budget parameter
Import Memo - 3.2 Invoices
Import Memo - 3.3 Quotations
Import Memo - 3.4 Budget envelopes
Memo Import - 3.5 Financial documents
Import Memo - 3.6 Budget synchronization
Import memo - 3.7 planned
Mémo Import - 3.8 forecast total
Memo Import - 3.9 Request
Button name | Description |
|---|---|
Opens the file explorer and loads a budget data file. | |
Enables import when a file has been added |
At the bottom of the screen, orders can be viewed in the task (imports in progress, cancelled imports, etc.).
The complete list of commands can be found in the background task in the menu Administration >
Advanced settings > Technical configuration > Background commands