How Do I Change/Update a Custom Budget Entry Form? Article

How Do I Change/Update a Custom Budget Entry Form? Article

Please see the Define Custom Budget Entry Forms article.

The Define Custom Budget Entry Forms screen is accessed:


    • Related Articles

    • 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 ...
    • 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 ...
    • Define Custom Budgets Entry Forms Article

      Custom Budget Entry forms can be designed with user-only specified data columns.  For example, prior year budgets and/or actuals. The process to setup these columns is discussed in the Column Formats article. These Forms are displayed using the ...
    • Form/Report Article

      The Form/Report functionality provides the ability to: 1) Display comparative data from prior year actuals and/or budgets on the Basic Budget Entry screen.  These Forms are setup in Define Basic Budgets Entry Forms. 2) Customize the data to be ...
    • Custom Budget Entry Tutorial

      PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Purpose:  To create a custom dashboard view for entering and reviewing your budget. Other Related Tutorials & Page Links: * Step by Step Tutorial-Basic Budget ...