Where Do I Start?
5 Table: "Which Duplicate Option Do I Need?"
Duplicate Budgets Duplicate Payroll Duplicate Fixed Calc Templates Copy Bulk Assumptions Duplicate Allocations Duplicate OrgUnit Assumptions Duplicate Project Allocations Screenshots (click to expand) Simple Definition • Copy the line item ...
4 Table: "Which Report Style Do I Need?"
Monthly Summary Accounts Monthly Trx Details Payroll Summary Report Custom Reports Variances Budget Details - Account Assumptions Screenshots (click to expand) Simple Definition Plain 12 month format List of all trx for a month or year for 1 dept ...
3 Table: "Which Allocation Style Do I Need?"
By Orgunits By Accounts By Amounts By Linked Accounts By Custom Worksheets Screenshots (click to expand) Simple Definition • Zero out a dept (HR) • Other depts carry the burden • Sum out the amount from multiple accts • Reallocate to a list of ...
2 Table: "Which Payroll Style Do I Need?"
Salary Hourly Shift Scheduling Screenshots (click to expand) Simple Definition Used for full-time salary or hourly staff Ability to enter # of hours worked per pay period per employee • Designed for healthcare and hospitality ...
1 Table: "Which Budget Style Do I Need?"
Dashboard Basic Budget Entry Custom Budget Entry Screenshots (click to expand) Simple Definition • lists all accounts in the dept • states amt budgeted, update info, approval & locked status of each acct • 12 months for all accounts plus spread ...