Manage Company Databases Article
Purpose: To link to and setup company database(s) you wish to work with. An administrator selects which company databases to load into Dynamic Budgets by querying the GP Accounting (ERP) database.
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Manage Capex Article
Please note that in Manage Company Databases/Company Definitions, both Fixed Assets and Capex Labels need to be setup to activate this functionality. For example, if the Capex Labels are not setup the following error message will appear: Please note ...
Manage Company Databases Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: To link to and setup company database(s) you wish to work with. An administrator selects which company databases to load into Dynamic Budgets by querying ...
InLookups Article
In order for CompanyDB, BudgetID, Object, and Account Number (Budget Account Number) data to be available for Lookup, the "InLookup" box needs to be respectively checked on Manage Company Databases, Manage Budgets, Manage Objects, and Manage Budgets ...
InSummary Article
"InSummary" is a check box setting on Manage Company Databases and Manage Budgets. In order for a BudgetID within its CompanyDB to be available for viewing in the Budget Summary of the Accounts Details tab, both its related CompanyDB and BudgetID ...
Object (Main Account) Article
The Object is our term for the Main Account or Natural Account segment of the GL Account of the ERP Software (Revenue, Expense, Asset or Liability). The Object can be a single GL segment or can be the concatenation of a main account segment and one ...