CCH Axcess Workflow - Bulk Importing ( Budgets, Actuals and Budget & Staffing's)
- Article Type:
- How To
- Last Modified:
- 02/20/2024
Objectives
Importing Budgets, Actuals and Budgets & Staffing's in bulk
Environment
CCH Axcess Workflow
XPITAX
Procedure
Bulk Importing ( Budgets, Actuals, and Budget & Staffings)
1. Budget & Actual Report - Displays comprehensive information for each task. Allows users to add Budget information and reimporting it back to Workflow.
2. Export Actual Report -Displays comprehensive information for each task. Allows users to add Actual information and reimporting it back to Workflow.
3. Budget & Staff Report -Displays comprehensive information for each task. Allows users to add Budget and Staff information and reimport it to Workflow.
1. Budget & Actual Report:
- This report will allow the export of the current BUDGET hours information from the site in Excel format.
- Allow users to add or modify the information.
- Post updating the details, please send the updated Excel to XCMSupport@wolterskluwer.com for IMPORT
- Go to Reports
- Under Task Detail Reports
- Click on the Budget & Actual Report
- Select the Fiscal Year of the tasks to which the hours are to be updated
- Select other required filters as required and Export the report
- Open the exported Excel and add/modify the Budget hours details.
- Save the Excel. Attach and send it to "XCMSupport@wolterskluwer.com"
Details Updated: Using the "Budget & Actual" import Budget details only will be updated
Note:
1. Once the import file is received, it will take 72 working hours to complete the importing clients. We will let you know once the import request is completed.
2. Please do not modify the format or columns in the Excel.
3. Critical Tax Windows - Imports are not available.
March 1st – March 15th
April 1st – April 15th
September 1st – September 15th
October 1st – October 15th
March 1st – March 15th
April 1st – April 15th
September 1st – September 15th
October 1st – October 15th
2. Export Actual Report:
- This report will allow the export of the current ACTUAL hours information from the site in Excel format.
- Allow users to add or modify the information.
- Post updating the details, please send the updated Excel to XCMSupport@wolterskluwer.com for IMPORT
- Go to Reports
- Under Task Detail Reports
- Click on the Export Actual Report
- Select the Fiscal Year of the tasks to which the hours are to be updated
- Select other required filters as required and Export the report
- Open the exported Excel and add/modify the Actual hour details.
- Save the Excel. Attach and send it to "XCMSupport@wolterskluwer.com"
Details Updated: Using the "Export Actual" import Actual details only will be updated
Note:
1. Once the import file is received, it will take 72 working hours to complete the importing clients. We will let you know once the import request is completed.
2. Please do not modify the format or columns in the Excel.
3. Critical Tax Windows - Imports are not available.
March 1st – March 15th
April 1st – April 15th
September 1st – September 15th
October 1st – October 15th
March 1st – March 15th
April 1st – April 15th
September 1st – September 15th
October 1st – October 15th
3. Budget & Staff Report:
- This report will allow the export of the current BUDGET & STAFF information from the site in Excel format.
- Allow users to add or modify the information.
- Post updating the details, please send the updated Excel to XCMSupport@wolterskluwer.com for IMPORT
- Go to Reports
- Under Task Detail Reports
- Click on the Budget & Staff Report
- Select the Fiscal Year of the tasks to which the hours are to be updated
- Select other required filters as required and Export the report
- Open the exported Excel and add/modify the Budget hours & Staffing details.
(Only update the existing staffing details in Excel and also only in email format)
- Save the Excel. Attach and send it to "XCMSupport@wolterskluwer.com"
Details Updated: Using the "Budget & Staff" import,
Level of Difficulty
Software
Comments
Projected Start/Restart Date
Anticipated Delivery Date
Priority
Do Not Rollover
Budget hours and Staffing details will be updated
Software
Comments
Projected Start/Restart Date
Anticipated Delivery Date
Priority
Do Not Rollover
Budget hours and Staffing details will be updated
Note:
1. Once the import file is received, it will take 72 working hours to complete the importing clients. We will let you know once the import request is completed.
2. 2. Please do not modify the format or columns in the Excel.
3. Critical Tax Windows - Imports are not available.
March 1st – March 15th
April 1st – April 15th
September 1st – September 15th
October 1st – October 15th
March 1st – March 15th
April 1st – April 15th
September 1st – September 15th
October 1st – October 15th
Additional Information
N/A
Solution Id | 000258276/CCH-Axcess-Workflow-Bulk-Importing-Budgets-Actuals-Budget-Staffing-s |
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Direct Link |