Martus customers with an interface to Financial Edge NXT can export their budget in a format that contains all the information necessary to import into Financial Edge, then use Blackbaud’s Budget Creator Excel Add-In (available on the Blackbaud Marketplace) to complete the budget import process.
Step by Step
- Go to Planner > FinEdgeNxt.
- Verify the Fiscal Year and Budget name. The default is the current budget year and the Planner default budget.
- Specify any dimension filters if you only want to export part of your budget. Best practice is to export the entire budget at one time.
- Click Export to produce the file.
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