Basic Budget Entry Tutorial
| PDF Tutorials | Interactive Tutorial | |
Purpose: This is a basic method for entering and reviewing your budget.
Other Related Tutorials & Page Links:
* Step by Step Tutorial-Custom Budget Entry
* Knowledge Base Page Link-Custom Budget Entry
* Step by Step Tutorial-Budgeting Dashboard
* Knowledge Base Page Link-Budgeting Dashboard
* Knowledge Base Page Link-Edit Budget Comments
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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 Budget ...Manage Budgets Article
Tutorial Link Purpose: To provide tools to manage budgets such as budget list, budget creation, delete/purge budget, lock budgets/acct #s, link actual GP data & display setup, display budgetids, forecast setup, create historical avg for spreads. ...Budgeting Dashboard Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots 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: * ...Define Basic Budgets Entry Forms Article
The column format of the Basic Budget Entry/Dashboard screen is defined here. The process to setup these columns is discussed in the Column Formats article. Unique to defining the Basic Budget Entry form is that the first 18 columns are pre-defined ...