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Import Finance Account Codes into Budgets

Learn how to check the link between Access Education Finance and Access Education Budgets, then import your account codes into Budgets.

Written by Cristina Gruita
Updated over 2 months ago

Check the Link to Access Education Budgets in Finance

  1. In Access Education Finance, click System Set-Up.

  2. Click Establishment.

  3. Select Link to Access Education Budgets.

  4. Click Save to confirm the link.

Once this link is active, the chart of accounts in Budgets can be updated with the account codes from Access Education Finance.


Import Account Codes into Budgets

  1. Log in to the Access Education Budgets software.

  2. Click the Academy/School button.

  3. Click Setup Coding.

  4. In the top-right corner, click the Import Account Codes tab.

  5. Click Update.

Budgets updates the chart of accounts with the account codes from Access Education Finance.

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