Budgeting Dashboard Article
Purpose: To review and/or update the status for lock, edit, last updated by, approval, comments & attachments for budget accounts.
- Launchpad for data entry
- Identify the person that last updated an account and the time/date it was updated
- Submit accounts for review
- Approve accounts
- Lock and unlock accounts
- Enter or review comments and/or attachments
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Locking/Unlocking Accounts Article
Accounts can be "Locked" and turned to a read only status to prevent further edits. This feature is available on many screens. A) Examples to Show if an Account /Line Item/Asset is Locked: When an account is locked it will show as all grayed, as on ...
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: * ...
Edit Status, and Account Approval Article
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