Reduce repetitive entry
Move a prepared set of budget values into JobBOSS without keying each account and period separately.
NEPTUNE SOLUTIONS · FOR JOBBOSS
Budget Upload
Plan in Excel. Put the budget to work in JobBOSS.
Load account-and-period budget figures without manually entering every value into the ERP.
THE BUSINESS CASE
A more focused way
to handle the work.
Budget Upload connects spreadsheet-based financial planning with JobBOSS budget records. It imports amounts by general-ledger account, fiscal year and fiscal period, giving finance a defined route from a prepared workbook to the ERP’s budget information.
The same approach is useful for an initial budget and for planned revisions. Finance can organize and review the numbers in its familiar spreadsheet process, then load the intended account-period values and verify the result in JobBOSS.
PRACTICAL CAPABILITIES
What it helps you do
Keep the fiscal structure explicit
Associate imported amounts with the intended account, year and fiscal period.
Support controlled revisions
Use a repeatable workbook process when the budget changes, with a defined review of the imported result.
GENERAL USAGE
How teams use it
The overall working sequence, from the initial selection through review of the result.
- 01
Prepare the workbook
Arrange the account, fiscal-year, period and amount information in the supported import format.
- 02
Check the selection
Confirm the target company and budget period, and resolve format or account issues identified during preparation.
- 03
Import and reconcile
Load the intended budget figures and compare the resulting JobBOSS budget with the approved workbook.
IS THIS THE RIGHT TOOL?
A good fit for
Controllers and finance teams that prepare budgets outside JobBOSS but want those figures maintained inside the ERP.
Talk through your use caseWhat we’ll review together
- The account structure and fiscal periods to populate.
- How new budget versions or revisions are approved.
- The intended update scope; budget loading is separate from posting actual transactions.
We’ll confirm the applicable version, configuration and installation scope for your JobBOSS environment.
START WITH YOUR WORKFLOW
Make the next conversation specific.
Tell us how you handle the task today and what you want to improve. Your inquiry will start with Budget Upload already identified.