Budget Creator Excel Add-In
To extend the functionality of Financial Edge, you can use additional add-ins created by Blackbaud, providers in the Blackbaud Partner Marketplace, or approved external developers. These applications securely access your Financial Edge data via the SKY API, so you can do more with your accounting efforts.
The Budget Creator add-in is an application built by Blackbaud and is available in Microsoft's Office Store. You can use this to enter budget data in a Microsoft Excel spreadsheet, and then submit the data to create a new budget. This enables bulk data entry and saves time, especially when entering similar data.
Note: You must have Budget Management enabled in the database view to successfully use the Budget Creator add-in.
Your organization's administrator must enable and activate the add-in from Applications in the web view. After the add-in is enabled and activated, all users can download and use it from Microsoft's Office Store.
Copy the following Budget Creator add-in application ID:
In Financial Edge NXT, select Control Panel, Applications.
Select Add application, enter the ID, and select Save.
To notify your organization of the add-in, select Website under its name in Applications and share its URL with users as necessary.
In the Excel Add-ins menu ribbon, select Store. The Office Add-ins screen appears.
Search for "Budget Creator for Financial Edge NXT" and select Add.
In the Home menu ribbon, select Create Budget. The add-in Welcome panel appears for you to enter your Blackbaud ID credentials and sign in. A confirmation page appears.
Review the name of your Financial Edge environment, and select Authorize.
Tip: It's possible for multiple Financial Edge NXT environments to appear on this page. Your ability to view and select them depends on your permissions. For information, contact your organization's administrator.
After the authorization is successful, the add-in spreadsheet appears with the Create new budget panel on the right. For information about the panel, see Budget Creator Excel Add-In: Create New Budget.
Tip: If the add-in spreadsheet doesn't appear, contact your administrator to make sure you have rights to view budget scenarios and fiscal years in the database view.
Note: The add-in only works with Microsoft Office 2016 or higher. You can choose to use the Excel add-in from Microsoft Office 365 or from your desktop version.
For information about working with budgets, see Budgets.