It is also possible to paste phased data directly from an Excel file. This can be done for Actuals, Forecast and Budgets.
1. In the Revenue module in the Manual Phasing view select Paste from Excel to open the Paste Form Excel window.
2. Select if you want to import Actuals, Forecast of Budget from the drop-down selection and the appropriate Revenue codes
3. Select the data you want to paste in form you Excel spreadsheet and copy it in Excel (Ctrl-C).
4. Paste the data (Ctrl-V) into window below the text “Paste Excel data here”.
5. UniPhi will validate the data. If everything is ticked then it is fine to import. Select Save .
Actuals and Accounting integration – if your UniPhi deployment as linked to a financial or accounting system, then you will not be able to import actuals (CSV or Paste from Excel) for internal costs and revenue Charts of Accounts. This is because the financial system is the source of truth for this data.
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