Monthly Summary Accounts Article
Purpose: This is a standardized report that displays monthly information by BudgetID or Fiscal Year & by Account number.
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Budget Summary-Monthly Variances Article
This functionality displays comments/notes that has been entered through the Monthly Budget vs Actuals Variance Analysis screen for an account. In the below example we are accessing the comments/notes for Account No. 100-6170-00 for 2014 Actuals. Go ...
Monthly Account Summary Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: This is a standardized report that displays monthly information by BudgetID or Fiscal Year & by Account number. Other Related Tutorials & Page Links: * ...
Manage Budget Accounts Article
Standard functionality is Print, Export to Excel, Print to PDF, Auto-fit Columns, Expand/Reduce Column Width, Filter, Column Data Sort - Ascending/Descending, and Copy and Paste. The Right-Click Menu and Short-Cut Keys are: In order to free-up ...
Budget Summary Article
This is the lower part of the screen found on Accounts Details tab. The following tabs are the default display: Acct History; Monthly Variances; Lookup Sync Status; Main Acct History; and View Save History. The ability to display or hide tabs is ...
Allocations By Accounts - Fixed Article
The Allocations module provides different methodologies to both calculate the amount to be allocated and how it is allocated. The amount is allocated to designated Budget Account/s (the "Destination Account/s"). To designate a Budget Account as a ...