Budget Summary-View Save History Article
This functionality provides an Audit Trial including the user name of the person who updated the information.
1) The current data is displayed on the Account Detail screen as indicated.
2) Once this data is overwritten the history is displayed in the "View Save History" tab.
3) By clicking into the "+" sign select the required date of when the change to the data was made;
4) By clicking into the "+" sign select the required time of when the change to the data was made.
Related Articles
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 ...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 Budget ...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 ...Budget Summary-Main Acct History Article
The Main Account History displays information using the Object code for BudgetIDs that have the "InSummary" box checked on the Manage Budgets screen. If the BudgetID does not contain any information for the viewed account it will not display. Please ...Budget Summary-Acct History Article
This displays information using the full Great Plains account number for BudgetIDs that have the "InSummary" box checked on the Manage Budgets screen. If the BudgetID does not contain any information for the viewed account it will not display. ...