Glossary
InReports Article
"InReports" is a check box setting on Manage Company Databases, Manage OrgUnits, Manage Objects, Manage Budgets and Manage Budget Accounts. For a CompanyDB, BudgetID, OrgUnit, Object and Account Number (Budget Account Number) to be available for ...
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 ...
Duplicating an Allocation Article
1. From the drop down menu select the Allocation you wish to duplicate; 2. Click the "Duplicate" button and the "Duplicate Allocation - (XXXXXX)" will appear, where XXXXXX is the name of the Allocation selected for duplication in 1 above; 3. Enter ...
Autofit Columns Article
A number of screens have this standard functionality including Basic Budget Entry/Dashboard which we are using in the below example. This function resizes the columns based on the data in the columns in order to maximize the number of columns on the ...
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 ...
Expand/Collapse Row View Article
After a report is run, rows can have either a "-" or a "+" symbol to denote an available action to either expand or collapse the account details to reveal or hide the data. On some reports, a Row/Grid Format needs to be selected to activate this ...
Account Number (Budget Account Number) Article
An Account Number refers to the full General Ledger Account Number ("GL Accounts") which originates from Great Plains Accounting Software ("ERP"). Account Numbers cannot be created in Dynamic Budgets. This is by design and acts as a control such ...
Attachments Article
Attachments can be added to specified screens. Please be sure that the file you want to attach is not open on your desktop -open files cannot be attached. In the below example, we are adding an attachment to the Basic Budget Entry/Account Details ...
Exclude Zero Value Accounts Article
By checking the below box only accounts with values greater than zero will be included in the search results. By leaving the box unchecked all accounts including those with zero values will be displayed in the search results.
Apply Variance Threshold Article
By checking this box the Variance Threshold setup in the in Manage Company Databases/Company Definitions/Budget Variance tab will be applied to the variance data. If a variance is below the threshold it will not display in the report if the box is ...
Show Spread Calculation (Expanded Spread Method) Article
By clicking on the below button the "Show Spread" columns will appear. These columns provide for on screen calculations. 1) Enter the assumptions you would like to calculate. In this example, 1 shipment of 10 boxes at $100 per box. 2) Then in ...
Managing Open Screens Article
By clicking on the down arrow, the highlighted menu appears. There are three options: 1) "Close" - this will close the screen you are on, therefore in this example, Custom Budget Entry; or 2) "Close all" - this will close all open screens, in this ...
CompanyDB Search Article
By Drilling down into the "CompanyDB", Tag 1 - 5 will show and can be Searched on. These Company Tags are defined in Bulk Company Management. Please contact Dynamic Budgets to assist with making any changes to these sensitive tags. To hide these ...
Cell Math Functions Article
Certain screens within the program has been setup with the ability to do basic math calculations within the cell. The math functions are: - Addition ("+"); - Subtraction ("-"); - Multiplication ("*"); and - Division ("/). The below example uses the ...
Column Formats Article
Column formats can be defined in the following Setup screens: Define Custom Reports; Define Basic Budgets Entry Forms; and Define Custom Budgets Entry Forms. There are two options to setup Column formats: a) Grid Layout Tab This format supports Copy ...
Column Data Sort-Ascending/Descending Article
Columns data, including AccountNum, can be sorted on an ascending or descending basis. To sort, "anchor" in the header cell of the column you wish to sort: Then "click" on the header title and the column will sort. Please note that the highlighted ...
Display Level Article
Data can be displayed at varying levels of details with 1 been the most summarized and 15 been the most detailed. Use the above pull down menu to select the desired level of detail. In order for this functionality to be available a Row Format must ...
CompanyDB Article
Dynamic Budgets uses a CompanyDB search parameter to allow you to select which company you wish to work with. CompanyDB is the 5 letter technical acronym used to refer to the Company SQL Database, and full Company Names typically have many more ...
Report Level-GL Code, Object, or Object Rollup Article
How to Use Report Level of {Object} or {Object Rollup} in Custom Report or Custom Budget Entry Form definitions Dynamic Budgets can do side by side comparisons of a single budget account to the sum of multiple accounts grouped by either the Object ...
Expand/Reduce Column Width Article
If the column width is too narrow to display the data, it can be expanded by placing your cursor on the column line as below and pulling the icon that appears to the right. This is similar to related Excel functionality. The result is a wider column ...
Exporting to Excel Article
In addition to the Copy and Paste feature, many screens have an Export to Excel button as per below. When the button is pressed the following screen will appear: 1) Select the Directory you would like to save the file to; 2) Name the File; and 3) ...
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 ...
Right-Click Menu and Short-Cut Keys Article
Most screens have menu/s that can be accessed by a "right click" on your mouse while "anchored" in a cell. The below shows the "Right-Click" menu when anchored in the BudgetID cell on Manage Budget Accounts. To use the functions available on the ...
Confirm Not Saved Popup Article
On certain screen/tabs when the data has been changed but not saved and you have tried to navigate to a new screen/tab, the following message appears: By clicking on the "Discard" button your changes will not be saved and you will navigate to screen ...
Saving Article
Please save your work frequently. The below demonstrates the Save functionality for the Basic Budget Entry screen. Please note that the "Save" buttons are located at the top half of the screen but generally not at the top left. 1) The pulldown menu ...
Quarter-to-Date (QTD) Article
Quarter-to-Date (QTD) is a relative term referring to the sum of values within each respective quarter of your fiscal year. The values will reset to zero at each quarter end. Quarter 1) Fiscal Period 1 - Period 3 Quarter 2) Fiscal Period 4 - Period 6 ...
Row Format (Grid Formats) Article
Row Formats enable administrators to provide subtotaling rows to enhance the presentation of both data entry and reporting screens in Dynamic Budgets. A single report can be generated and on-the-fly- can be toggled between different Row Formats to ...
Hide Commented Variances Article
Rows with commented variances can be hidden by checking the "Hide Commented Variances" box. Below is the same report with the box checked. Please note that row for 000-4110-02 is hidden. To display the hidden comments, uncheck the box.
Edit Status, and Account Approval Article
Several screens include the ability to notate rows with an Edit Status and/or Account Approval. 1) Select the row to notate with the Edit Status and/or Account Approval; 2) Then use the pulldown menu for either Edit Status or Account Approval and ...
Drill - Blue Underline Article
Source data can be accessed by drilling down into the underlying data screen. Also, please see the Row Lock and Row to Row Calculation articles which discuss among other articles how to use the underlying data screen. To prevent Drill Down on an ...
Simple Spread Methods Article
Spread Methods provides a way to allocate a total budget expense by AccountNum into each budget month. There are three options: A) The Manual Spread Method Enter the required amounts by typing them in manually. In the below example, $50, was ...
Tags Article
Tags are user defined fields that can be used to group Company, OrgUnits, Objects and ERP Accounts (GL Codes) respectively together for Row Format (Grid Format) reporting purposes. If you wish to use the "CompanyTag", please contact Dynamic Budgets ...
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 ...
Adjustments Checkbox and Adjustments Sub-tab Article
The Adjustments sub-tab is identical to the Assumptions tab. When an Object or Budget Account is designated for Payroll, Allocations or Contra Allocations, the system will treat the account as a control account and will not offer the Assumptions tab ...
Advanced Search Article
The Advance search feature provides a more detailed search criteria option. Click on the Advance icon per below: The following will appear: 1) Enter the required search fields. Seg1 to Seg10 refers to the General Ledger Account Number segments as ...
ContraAlloc Checkbox and Allocations Sub-tab Article
The Allocations module provides different methodologies to both calculate the basis of the allocation (the amount to be allocated) and how the basis is allocated. The basis is allocated to designated Budget Account/s (the "Destination Account/s"). ...
AllocAcct Checkbox and Allocations Sub-tab Article
The Allocations module provides different methodologies to both calculate the basis of the allocation (the amount to be allocated) and how the basis is allocated. The basis is allocated to designated Budget Account/s (the "Destination Account/s"). ...
Sensitive-Summary, Detail and Level Article
The assignment of the Sensitive settings provides a way to restrict viewing access to Object/Main Account and/or Budget Account Numbers. The assignment of Sensitive Summary determines whether the user can see summarized Budget Account Number data ...
IsBudgeted Article
The below chart shows the relationship between Great Plains Accounting "ERP" software General Ledger Chart of Accounts and Dynamic Budget's Budget Account Numbers. To enlarge the chart, "double-click" on it and it will open in a new window. Dynamic ...
Apply Number Formatting Article
The configuration settings on the App Config/Menu Editor on the Application Configuration/General tab are:
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