Get budget templates
- Click Budgeting.
- Click Get templates.
- In the Get templates dialog, click the budget templates you want to install.
TIP: Click the question mark on a template to get more information.
- Click Install.
- Click the Installed tab at the top to view the installed budget templates.
- Click X Close when you are done. The budget templates are now available in the budget templates list.
WARNING: Users on our on-premise solution (Visma Business, Visma Global and Visma Administration) will not see the Get templates button. Please follow these steps to find templates:
- Click here to download the templates. (You can also find these by clicking Help and search for “Download templates”.)
- After you have downloaded the templates, go to Budgeting and click Upload in the upper right corner. Note that multiple reports may be selected for upload.