Ideas for Acumatica

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Add the ability to import and export the budget data in common tasks

We use common tasks to create budgets for different projects.  Using templates for budgets does not work for our business as we do not know what the ultimate project will be at the time the job is created.  You can't go back and add a template once a job is created.  Using one common task that has all the budget items works but creating them would be much quicker and less prone to error if we could import and export the budget information directly into a common task.

  • Guest
  • Aug 15 2019
  • Shortlisted
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  • Shawn Keen commented
    August 15, 2019 18:35

    I vote "Yes" to this topic. I believe this function would save our company and department a lot of valuable time and effort.