Budgeting Dashboard Tutorial
| PDF Tutorials | Interactive Tutorial | |
Purpose: To review and/or update the status for lock, edit, last updated by, approval, comments & attachments for budget accounts.
Other Related Tutorials & Page Links:
* Step by Step Tutorial-Basic Budget Entry
* Knowledge Base Page Link-Basic Budget Entry
* Step by Step Tutorial-Custom Budget Entry
* Knowledge Base Page Link-Custom Budget Entry
* Step by Step-Edit Budget Comments
* Knowledge Base Page Link-Edit Budget Comments
Related Articles
Budgeting Dashboard Article
Tutorial Link Purpose: To review and/or update the status for lock, edit, last updated by, approval, comments & attachments for budget accounts. Launchpad for data entry Identify the person that last updated an account and the time/date it was ...Basic Budget Entry Article
Tutorial Link Basic Budget Entry is used for entering and viewing budgets within two tabs: Dashboard Account Details Other entry and viewing screen options are the Budgeting Dashboard , and the Custom Budget Entry . The Dashboard tab ...Custom Budget Entry Article
Tutorial Link Custom Budget Entry is used for entering and viewing budgets. As discussed in the Define Custom Budgets Entry Forms, all of the columns can be user defined. Custom Budget Entry has two tabs: Dashboard and Account Details. Other ...*Overview-Core Budgeting Styles
There are three feature areas with the "Budgets" category: Core Budgeting Start from a budget dashboard tracking status information or a comparative financial statement format Directly entering monthly or annual budget values per G/L account Basic or ...Edit Status, and Account Approval Article
Several screens include the ability to notate rows with an Edit Status and/or Account Approval. 1) Select the row to notate with the Edit Status and/or Account Approval; 2) Then use the pulldown menu for either Edit Status or Account Approval and ...