Budget Writeback (Sage Intacct)

Created by Harry Lewis, Modified on Wed, 20 Dec 2023 at 06:22 PM by Harry Lewis

Applies to:

  • Velixo NX
  • Sage Intacct


Purpose


Use the Budget Writeback feature to create or update budget records within Sage Intacct.



Create a Budget Writeback Worksheet


On the Velixo NX ribbon, click the New Sheet button and select Budget:




 

The Velixo NX side panel will be displayed to ask you to confirm the connection and year to be used for the budget process.  Select the connection and year for which you wish to send data and then click Insert:



Then, a Budget Writeback worksheet will be created:




Note: The Connection and Budget Year fields will be pre-filled.  The rest of the worksheet is available for you to provide the budget data you want to send to Sage Intacct



 

Perform Writeback


To send your budget data to Sage Intacct, click on Perform Writeback on the Velixo NX ribbon:



Then select one of the two options, based on your specific worksheet:

  • Current Worksheet: run all Writeback functions on the current worksheet,
  • Selected Cells: only run the Writeback function in the selected cell.





 

Important: If your organization has disabled one or more of Sage Intacct's pre-defined dimensions, you may see a #VALUE! message in the Writeback Status column of the worksheet.  If you select that cell and hover over the yellow triangle that is displayed, a message such as the following will be displayed:

Since the specified dimensions are not available to be used by the Budget Writeback process, 

you will need to either:

  • make sure all disabled dimensions in the SI.WRITEBACKBUDGET function are referring to empty cells, or
  • ensure that the disabled dimensions are removed from the function


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article