System Setup & Tools
*Overview-System Setup & Tools
System Setup
Locate User Configuration Article
Clicking on this opens the "Search Profile" folder on your network/computer where user configurations are saved. It is essentially a Short-Cut to the folder.
Manage Global Variables Article
Global Variables are setup to store statistical (nonfinancial and non-system based financial) data and are accessed through Lookup. Please see the related article How Can I Use Global Variables? Print, Export to Excel, Print to PDF, Auto-size ...
Manage Capex Article
Please note that in Manage Company Databases/Company Definitions, both Fixed Assets and Capex Labels need to be setup to activate this functionality. For example, if the Capex Labels are not setup the following error message will appear: Please note ...
App Config / Menu Editor Article
Please note the below is for your information. Please contact Dynamic Budgets to discuss changes to the App Config/Menu Editor. This area is password protected. Please note that "Save" will refresh the display in the tabs and your view (current ...
View Data Audit Trial Article
Print, Export to Excel, Print to PDF, Auto-Size Columns, Display Level, Expand/Reduce Column Width, and Expand/Collapse Row View functionality is available. The following Right-Click and Short-Cut Keys are available: Transaction Types that are ...
Remap Global Variables Article
Print, Export to Excel, Print to PDF, Auto-size Columns, Filter, Column Sort-Ascending/Descending and Expand/Reduce Column Width functionality is available. The following Right Click Menu and Short-Cut Keys are available: When using the Duplicate ...
Synchronize Chart of Accounts Article
Standard functionality includes Print, Export to Excel, Print to PDF, and Auto-size Columns. When the system is first setup Great Plains Accounting ("ERP") software General Ledger ("GL") Account Numbers are imported into Dynamic Budgets using the ...
Manage Master Chart of 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 and Short-Cut Keys are: When a new General Ledger ("GL") ...
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 ...
Add OrgUnits Article
Tutorial Link Purpose: During Client Configuration, the client's OrgUnits or Depts need to be added to Dynamic Budgets to make them available for budgeting and reporting purposes. In order for OrgUnits to be available for budgeting and for ...
Create Budget Accounts Article
Tutorial Link Video Link Prerequisite: Synchronize Chart of Accounts, Manage Objects, Manage OrgUnits Purpose: This procedure is creating budgeting accounts to store budget values. A number of steps need to completed before a Budget Account can ...
Define Custom Budgets Entry Forms Article
Custom Budget Entry forms can be designed with user-only specified data columns. For example, prior year budgets and/or actuals. The process to setup these columns is discussed in the Column Formats article. These Forms are displayed using the ...
Manage Budgets Article
Tutorial Link Purpose: To provide tools to manage budgets such as budget list, budget creation, delete/purge budget, lock budgets/acct #s, link actual GP data & display setup, display budgetids, forecast setup, create historical avg for spreads. ...
Manage Company Databases Article
Tutorial Link Purpose: To link to and setup company database(s) you wish to work with. An administrator selects which company databases to load into Dynamic Budgets by querying the GP Accounting (ERP) database.
Manage Objects Article
Tutorial Link Purpose: The client's objects already in GP, are synchronized/added from GP into the Dynamic Budgets manage object screen. Add'l setup procedures are completed including flags, sensitivity levels, object rollups & tag labeling. ...
Manage OrgUnits Article
Tutorial Link Purpose: During Client Configuration, the client's OrgUnits or Depts need to be added to Dynamic Budgets to make them available for budgeting and reporting purposes. They are managed in the Manage OrgUnits tab. Once OrgUnits has ...
Manage Servers Article
Tutorial Link Purpose: To build a link to the SQL server(s) where the ERP system(s) are located. Dynamic Budgets (DB) can be installed in a single SQL instance or distributed across multiple linked SQL servers. This screen is the first step in ...
Optimize Database Article
Tools: Database Assistance / Optimize Database Purpose: If Dynamic Budgets, not GP, is suddenly running uncharacteristically slow, please click on the optimize database button within the Dynamic Budgets software. This button will run a ...
Edit Budget Comments Article
Tutorial Link Video Link
Define Basic Budgets Entry Forms Article
The column format of the Basic Budget Entry/Dashboard screen is defined here. The process to setup these columns is discussed in the Column Formats article. Unique to defining the Basic Budget Entry form is that the first 18 columns are pre-defined ...
Manage Exchange Rates Article
The functionality on this screen allows: 1) The ability to convert the currency the budget is budgeted in (the "Home Currency") to another currency (the "Parent Currency") upon export to Great Plains Accounting Software. 2) Upon exporting to Great ...
Synchronize Lookups Article
The Lookup data on the Assumptions tab can differ (be out of synch) from the Source data because: 1) The Data on the Assumptions tab was changed; or 2) The Source data was changed. Please note that data on the Assumptions tab is static and does not ...
User Profile Article
The user profile window has three (3) tabs: 1. User Info 2. System Info 3. Error Reporting User Info Tab To change password, enter existing password, a new password, and enter the password a second time to confirm. Enter the User's First & Last Name ...
Assumptions Data Monitoring Article
This Tool allows a current Snapshot of the Assumption Data to be taken. Prior Snapshots can be showed and/or deleted. A) To Take Snapshot Now From the dropdown menus select the CompanyDB and BudgetID for which you wish to take a Snapshot; Click the ...
Define Row Formats Article
This tool is used to total and subtotal data into user defined formats. After changes are made, please Save. Please note that Expand/Reduce Column Width functionality is available. A) To Add a New Format We will first review the process and then ...
Manage Export Batches Articles
This Tool is used to view and purge Export Batches. Print, Export to Excel, Print to PDF, Auto-fit columns, Filter, Copy, Expand/Reduce Column Width, Display Level, Expand/Collapse Row View, and Select/Deselect All. Select the batch/es you wish to ...
Exit Article
To Exit Dynamic Budget, select "Exit" from the File Menu: You can also select the "X" from the far upper right-hand screen: If work is not saved on some screens, you may be prompted with a Confirm not Saved Popup screen.
Manage Spread Methods Article
Users can define how to spread the budget for each line item over the year. 1) Search on the required CompanyDB, and Budget ID that you wish to add a user defined spread method; 2) Click on the "Manage Budget Spread Metholds" tab; 3) Enter the ...
Update Acct Attributes - MultiCo Article
When Account Attributes are updated in the ERP these changes need to be captured in Dynamic Budgets as well. To update the Account Attributes in Dynamic Budgets for multiple companies: 1. Using Right and Left Pointing Arrows to Select/Deselect the ...