Saving an Advisor Workbook

How can I save my Advisor Workbook?

Apart from "Read-Only", a user can have problems saving the Budget Workbook if it contains any data which is not acceptable to the database. This can possibly be caused by:

"Activity" sheet errors

  • Text is entered (e.g. a space "_" or a dot) in numerical cells (yellow cells)
  • An incorrect PG is inserted (non-existence or text rather than numerical PG)
  • A blank Account is inserted (C-code account group), in Column G

 

"Payroll" template/sheet errors (highlighted by a red flag)

  • Text is entered (e.g. a space "_" or a dot) in numerical cells (yellow cells)
  • An incorrect PG is inserted
  • A non-existent Pay level is inserted
  • A non-existent Account is inserted
  • Partial entries

 

All the errors must be corrected first before the budget can be saved into the Advisor database. This will affect your budget by showing incorrect numbers in the budget reports, however, the Budget Workbook will still save as a spreadsheet without losing your latest entries. If you have difficulty identifying the errors then contact your Faculty Accountants or email advisor help.

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