Tutorials
*Overview-Tutorials
Dynamic Budgets has created step by step tutorials for specific software tasks. Our tutorials are available for training support for the following areas: Budgets Payroll Reports User Security Forecasting Allocations System Setup & Tools
How to Change an Hourly Pay Cycle Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: This screen is used to define the Payroll Pay Periods for the Hourly Staffing data entry screen and for supporting the Eligible Date field in Payroll ...
Assign User Permissions Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Prerequisite Steps: Import Active Directory Users, Map Users to Companies Purpose: This screen is used to assign user security as well as restrict system user ...
Assign User Permissions-Impersonate Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: This procedure allows you to impersonate a user to view user permissions or see what they can see. Other Related Tutorials & Page Links: * Step By Step ...
Assign User Permissions-Manually Add a User (Duplicate User ID) Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Other Related Tutorials & Page Links: * Step By Step Tutorial-Assign User Permissions * Knowledge Base Page Link-Assign User Permissions * Step by Step ...
Basic Budget Entry Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: This is a basic method for entering and reviewing your budget. Other Related Tutorials & Page Links: * Step by Step Tutorial-Custom Budget Entry * ...
Change in Display of Revenue Values Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Note: Please contact Dynamic Budgets before changing the display of revenue. We need to determine the assumptions, allocations, and fixed calc entries. We may ...
Create Budget Accounts Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Prerequisite: Synchronize Chart of Accounts, Manage Objects, Manage OrgUnits Purpose: This procedure is creating budgeting accounts to store budget values. Other ...
Create Budget Accounts-Budget Not Listed Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Prerequisite: 1. Synchronize Chart of Accounts 2. Manage Objects-verify all desired accounts are marked "IsBudgeted" 3. Manage OrgUnits-verify all desired ...
Create Budget Accounts-Inactive Accounts Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Prerequisite: 1. Synchronize Chart of Accounts 2. Manage Objects-verify all desired accounts are marked "IsBudgeted" 3. Manage OrgUnits-verify all desired ...
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 ...
Custom Report User Access Visibility Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Other Related Tutorials & Page Links: * Step by Step Tutorial-Custom Reports * Knowledge Base Page Link-Custom Reports
Custom Reports Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: To create custom reports which can include actuals, budgets, variances and comments for an organization. Other Related Tutorials & Page Links:* Step by ...
Define Custom Reports-Actual, Variance, Comments Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Prerequisite Steps: Make use of the reporting tags 1-10 in manage objects, orgunits and master chart of accounts. This helps with the display of desired accounts ...
Duplicate Budget Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Other Related Tutorials & Page Links: * Step by Step Tutorial-Duplicate Payroll * Knowledge Base Page Link-Duplicate Payroll * Step by Step Tutorial-Manage ...
Duplicate Payroll Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Other Related Tutorials & Page Links: * Step by Step Tutorial-Duplicate Budget * Knowledge Base Page Link-Duplicate Budget
How to Add a Budget and Open a Fiscal Year in GP Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Other Related Tutorials & Page Links: * Step by Step Tutorial-Manage Budgets * Knowledge Base Page Link-Manage Budgets * Step by Step Tutorial - How to Add ...
How to Add Current Year Actuals for a Single Company Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Other Related Tutorials & Page Links: * Step by Step Tutorial - How to Add Current Year Actuals for All Companies * Knowledge Base Page Link-How to Add Current ...
How to Add Current Year Actuals for All Companies Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Other Related Tutorials & Page Links: * Step by Step Tutorial-Manage Budgets * Knowledge Base Page Link-Manage Budgets * Step by Step Tutorial-How to Add Current ...
How to Change a Salary Pay Cycle Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Other Related Tutorials & Page Links: * Step by Step Tutorial-How to Change an Hourly Pay Cycle * Knowledge Base Page Link-How to Change an Hourly Pay Cycle * ...
How to Export Your Budget Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Article - How to Export Your Budget Other Related Tutorials & Page Links: * Step by Step Tutorial-Manage Budgets * Knowledge Base Page Link-Manage Budgets * Step ...
Import Assumptions Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Prerequisite Steps: If you have not upgraded Dynamic Budgets in the past 3 months, upgrade the system before importing assumptions. Contact Dynamic Budgets ...
Manage Budgets Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots 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, ...
Manage Company Databases Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots 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 ...
Manage Objects Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots 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 ...
Manage OrgUnits Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: During Client Configuration, the client's OrgUnits or Departments need to be added to Dynamic Budgets to make them available for budgeting and reporting ...
Manage Variances (Legacy Procedure) Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: This is a legacy procedure that calculates variances between different data sources. The latest and most flexible procedure for variance calculation is ...
Map Users to Companies Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Other Related Tutorials & Page Links: * Step By Step Tutorial-Assign User Permissions * Knowledge Base Page Link-Assign User Permissions * Step By Step ...
MidYear Blending-YTD & Annualized Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: This assumption is based on current financial information as a predictor of future performance. Annualized assumption takes current performance ...
MidYear Blending-YTD & Avg Run Rate Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: This assumption is based on current financial information as a predictor of future performance. A run rate takes current performance information and ...
MidYear Blending-YTD & Budget Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: This assumption is based on current financial information along with budget data to create estimates as a predictor of future performance. Other Related ...
MidYear Blending-YTD & Prior Year Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: This assumption is based on current financial information along with prior year financial information to create estimates as a predictor of future ...
Monthly Account Summary Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: This is a standardized report that displays monthly information by BudgetID or Fiscal Year & by Account number. Other Related Tutorials & Page Links: * ...
Optimize Database Tutorial
PDF Tutorials Interacitve Tutorial Cropped Screenshots Full Page Screenshots Purpose: If Dynamic Budgets, not GP, is suddenly running uncharacteristically slow, please click on the optimize database button within the Dynamic Budgets ...
Employee Roster Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: In this form, you will enter your employee roster for each company. Other Related Tutorials & Page Links: * Step by Step Tutorials-Payroll Expense ...
Running the GP Depreciation Projection Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots
Tab Functionality-Split Screens Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Prerequisite Steps: Make sure this functionality is enabled. See slide 5 for verification of access. If the functionality is not enabled, see your company ...
View System Logins, Shutdown System Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: During System Maintenance, System Managers are the only users allowed in the system. The System Admin can disconnect all users, with a 3-min warning, ...
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 ...
How to Update Your License File Tutorial
PDF Tutorials Interactive Tutorial Cropped Screenshots Full Page Screenshots Purpose: This procedure shows a customer how to upgrade their expired Dynamic Budgets software license.
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