*Overview-Core Budgeting Styles

*Overview-Core Budgeting Styles




There are three feature areas with the "Budgets" category:

Core Budgeting
  1. Start from a budget dashboard tracking status information or a comparative financial statement format
  2. Directly entering monthly or annual budget values per G/L account
  3. Basic or custom budget data entry styles
  4. Flat values per month or itemized details
Payroll
  1. 3 styles of payroll entry depending upon how detailed your needs may be
Other Tools
  1. Custom worksheet options for complex budget calculations and financial models
  2. Capital Expenditures (Fixed Assets)
  3. Allocations (allocating/distributing costs)
  4. Forecasting (blending Actuals plus YTD Avg or Budget or Prior Year, etc.)
  5. Job Costing and Project Accounting (Project and Task level detail below the G/L)
  6. Budget Reallocation (shuffle funds between accounts or departments while enforcing zero net change to the total)

    • Related Articles

    • *Overview-Core Payroll Styles

      There are three styles of entering payroll data. All employees can be entered into 1 screen or multiple screens. All hourly/salary can be entered into hourly or salary screen.  Core Payroll ​Salary Screen  Record an employee  salary and benefits. ...
    • 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: * ...
    • 1 Table: "Which Budget Style Do I Need?"

        Dashboard Basic Budget Entry Custom Budget Entry Screenshots (click to expand) Simple Definition • lists all accounts in the dept • states amt budgeted, update info, approval & locked status of each acct • 12 months for all accounts plus spread ...
    • Budgeting Dashboard Article

          Tutorial Link 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 ...
    • 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 ...