The import/export tools allow you to easily export out existing transactions in your production trackers and then import these back in to become next year's budget.
Accessing the import/export tools
The two options can be found by heading into your trackers and clicking the Tools button below.
Using the import/export tools - exporting
If you've already got existing transactions sitting in your production trackers, this is where you would export them all out and then import these into the following year's budget.
It can also be used to copy a stock reconciliation to another similar tracker.
When exporting you can choose to specify the following:
Year
Transaction type - all/actual/forecast
File name
File format - CSV/Excel
CSV style - Figured (you can import back to a Figured tracker) or Xero (import to Xero, you can't import this to Figured)
Email a copy of the exported file to a specified address
Using the import/export tools - Importing
There are 3 ways you can import transactions in the livestock tracker. Import from last year's actuals, import form a snapshot, or import from a file.
For last years actuals, it will let you choose if you wish to import these as actuals or forecasts, you can also choose which year to pull the actuals from:
For import from a snapshot, it will allow you to choose from any year, including your annual plan or any other snapshot.
Lastly, if you've recently exported some tracker transactions, or you've exported a blank file and created your tracker transactions - you can then instantly import them to your trackers using the file import option.
When importing you can specify the following:
Year
Whether you wish to adjust imported dates to this year - if you exported 2018 transactions and are importing them to 2019, you would check this box
Transaction type - actual / forecast
Keep or delete existing tracker transactions
If there are any errors with the import, Figured will let you know on screen and send an email to you detailing what wasn't imported.
NOTE: If you are importing inter-tracker transfers, in particular transfer in transactions, these will fail. This is because a transfer out must exist in order to have a transfer in.