Dynamic Budgets Helpdesk

Tutorials - Client, System Training 44

• Assign User Permissions
• Assign User Permissions - Impersonate
• Assign User Permissions-Manually Add a User
• Basic Budget Entry
• Budgeting Dashboard

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Dynamic Budgets Software User Guide 1

• Dynamic Budgets Software User Guide

Budget Account Details Entry Screen 8

• How to use the 3 panes of the line item details entry screen
• Account Details - Row over Row Math Operators
• Account Details - Basic Spread Method
• Account Details - Expanded Spread Method
• Lookup Functions - Financial & Variables

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File Menu 2

• User Profile
• Exit

Budgets Menu 6

• Basic Budget Entry
• Budgeting Dashboard
• Budget Reallocation - Configure Budget Reallocation
• Budget Reallocation - View Budget Reallocation
• Custom Budget Entry

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Variances Menu 0

Reports Menu 8

• Budget Details - Account Assumptions
• Capital Expenditures Report
• Custom Reports
• Monthly Actuals - Trx Review
• Monthly Summary Accounts

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Tools Menu 18

• Assumptions Data Monitoring
• Copy Bulk Assumptions
• Duplicate Budgets
• Duplicate OrgUnit Assumptions
• Duplicate Payroll

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System Management Menu 26

• Add OrgUnits
• App Config / Menu Editor
• Bulk Company Management
• Cash Flow Transaction Setup
• Create Budget Accounts

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Allocations Menu 10

• By Accounts - Fixed
• By Accounts - Variable
• By Amounts - Fixed
• By Amounts - Variable
• By Linked Accounts

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Payroll Menu 7

• Employee Roster
• Hourly or Eligiblity Calendar
• Hourly Staffing
• Payroll Assignments
• Payroll Assignments Calendar

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User Management Menu 6

• Assign User Permissions
• How to Enable Account level security
• Import Active Directory Users
• Import Custom Users
• Map Users to Companies

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Downloadable PDFs 1

• Dynamic Budgets - Full PDF User Manual

Standard Features 47

• Locking / Unlocking Accounts
• Edit Status, and Account Approval
• Using the Simple Spread Methods
• Filter
• Row to Row Calculations

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Definitions 25

• Year-to-Date (YTD)
• Quarter-to-Date (QTD)
• Fiscal Year Configuration & Period Labels
• Object (Main Account)
• BudgetID

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Unknown Application Errors 10

• binding source cannot be its own datasource error
• object reference error
• specified cast is not valid
• Error while trying to upload an attachment - process cannot access the file
• App\SearchProfiles\SearchParameters.(userID).xml' is denied.

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Fixit SQL Scripts 3

• How to Zero out all 12 months in assumptions details
• Converting From Negative to Positive Revenue Format
• update PayrollExp joining on EmpRoster

Payroll Questions 13

• How Do I Enter Benefits When Eligibility is After New Hire Start Date?
• How Do I Setup Payroll?
• What is the Difference Between Payroll and Hourly Staffing?
• What Do I Do When Application User is Setup with Payroll Security But Does not See Payroll Menu?
• How Do I Manually Adjust Payroll Amounts on the Account Details tab?

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Forecast Questions 1

• How Do I Setup a Forecast Using Prior Year Actuals Increased by a Percentage?

Account, OrgUnit and Object Questions 11

• How Do I Add a New OrgUnit?
• Account - Debit or Credit Setup (Typical Balance)?
• How Do I Customize "Tag" titles?
• How Do I Add a Budget Account Number?
• What Do I Do to NOT create a Budget Account Number for a Previously Synchronized ERP GL Account?

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Menu Setup Options 4

• How Do I Hide/Unhide Menu Items?
• Can I Customize the Title of a Menu Item?
• Can I Move Items to Another Menu Header?
• Can I Change the Sort Order of a Menu Item?

Reporting Questions - Actuals and Budget 10

• How Do I Setup and Display Actual Reporting (ERP BudgetID)?
• How Do I Add/Delete BudgetIDs Displayed on the Budget Summary?
• How Do I Add/Delete BudgetIDs Displayed on Reporting Search Dropdown Menus?
• How Do I Update an Account that Reports as a Negative But Has a Debit Balance in GP (or Visa Versa)?
• How Do I Right-Click on an Apple Computer?

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Budgeting Questions 11

• How Do I Create a Budget Using Prior Year Actuals Increased by a Percentage?
• How Do I Add/Delete BudgetIDs that are Available in Lookups?
• How Do I Add/Delete BudgetIDs on the Budgeting Search Dropdown Menu?
• What Should I Do When I Cannot Save Budget Account Data/View Actual Data In A Multi-Year Custom Budget Entry Form?
• How Can I Use Global Variables?

View all 11

Security/User Questions 16

• How does the "Sensitive" Security Hierarchy Works - (Why Don't I See Data)?
• How Can I See the View My User Sees (Impersonate a User)?
• How Does Payroll Security work?
• When and Why Do I Use "Sensitive Levels" and/or "Sensitive"?
• When Should I Delete a User versus Making the User Inactive?

View all 16

Capital Expenditure Questions 2

• What Do I Do When There is the Error Message "Capex Labels Have Not Been Defined for Company DB"?
• How Do I Add Assets and Related Forecast Projections from Great Plains Accounting Software?

Relationship Between Great Plains Accounting "ERP" Software and Dynamic Budgets Questions 2

• What is the Relationship between the Master Chart of Accounts and Dynamic Budget's Budget Account Numbers?
• How to Convert Revenue Display from Negative to Positive in Dynamic Budgets

Fixed Calc Entry 0

Getting Started 1

• Test Walkthrough

Security Options 2

• Application Login Options
• How Do I Change the SA Password?

Installation, Upgrades, SQL Server Migrations 4

• What to do after Upgrading GP and/or Migrating to a new SQL Server
• Upgrades - Why won't the application files copy / paste?
• Upgrade Process - Including Moving to a New SQL Server
• Upgrading Dynamic Budgets

Database Maintenance and Failed Log-in 2

• How to Fix Slow Query Performance (System Slowness)
• Error Message on Log-in: "Log-in Failed, please check server name, database, username and/or password"