*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 ...
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 ...
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 ...
Budget Reallocation - Configure Budget Reallocation Article
The configuration decisions made on this screen determines the setup available on the Budget Reallocation-View Budget Reallocation. From the drop-down menu select the CompanyDB for which you wish to setup a Budget Reallocation. Select the Fiscal ...
Budget Details - Account Line Items Article
This report displays both the Assumptions sub-tab and Budget Summary data from the Account Details tab according to the Search criteria. Accounts Details tab is found in Budgeting Dashboard, Basic Budget Entry, Custom Budget Entry, Custom ...