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Tutorial Link Purpose: The client's objects already in GP, are synchronized/added from GP into the Dynamic Budgets manage object screen. Add'l setup procedures are completed including flags, sensitivity levels, object rollups & tag labeling. ...
Create Budget Accounts Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Prerequisite: Synchronize Chart of Accounts, Manage Objects, Manage OrgUnits Purpose: This procedure is creating budgeting accounts to store budget values. Other ...
Create Budget Accounts-Budget Not Listed Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Prerequisite: 1. Synchronize Chart of Accounts 2. Manage Objects-verify all desired accounts are marked "IsBudgeted" 3. Manage OrgUnits-verify all desired ...
Define Custom Reports-Actual, Variance, Comments Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Prerequisite Steps: Make use of the reporting tags 1-10 in manage objects, orgunits and master chart of accounts. This helps with the display of desired accounts ...
Create Budget Accounts-Inactive Accounts Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Prerequisite: 1. Synchronize Chart of Accounts 2. Manage Objects-verify all desired accounts are marked "IsBudgeted" 3. Manage OrgUnits-verify all desired ...