Forecasting Settings > Budgeting Video Tutorial Click the play button below for a video tutorial. This tutorial is about 11 minutes long. Written instructions are below the video. NOTE: If viewing from the r...

Budget Allocations Settings > Budgeting > Allocations Video Tutorial Click the play button below for a video tutorial. This tutorial is about 27 minutes long. Written instructions are below the video. NOTE: If viewing...

Budget Allocation Examples Below are some example budget allocations for some of the more common computations. The account filter and target accounts will vary depending on where accounts are in your account structure. The ones with comp...

Component Formats Settings > Budgeting > Component Formats Formats define the specific screen layout used for budgeting on a component or detailed basis. They control whether components are required for bud...

Budget Types Settings > Budgeting > Types Video Tutorial Click the play button below for a video tutorial. This tutorial is about 5 minutes long. Written instructions are below the video. NOTE: If vie...

Budget Years Settings > Budgeting > Years Video Tutorial Click the play button below for a video tutorial. This tutorial is about 11 minutes long. Written instructions are below the video. NOTE: If view...

Budget Setup for New Year Settings > Budgeting > Years The following are the steps to set up a budget for a new year. 1. Click New 2. Enter the new year  3. Select Type ...

Component Format Assignments Settings > Budgeting > Component Format Assignments These ranges define the component format (detail budget entry screen) assigned to each G/L account. Assignments are set by ...