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Solution home
User Guide - Application Menus & Windows
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
See all 6 articles
Reports Menu
8
Budget Details - Account Assumptions
Capital Expenditures Report
Custom Reports
Monthly Actuals - Trx Review
Monthly Summary Accounts
See all 8 articles
Tools Menu
18
Assumptions Data Monitoring
Copy Bulk Assumptions
Duplicate Budgets
Duplicate OrgUnit Assumptions
Duplicate Payroll
See all 18 articles
System Management Menu
26
Add OrgUnits
App Config / Menu Editor
Bulk Company Management
Cash Flow Transaction Setup
Create Budget Accounts
See all 26 articles
Allocations Menu
10
By Accounts - Fixed
By Accounts - Variable
By Amounts - Fixed
By Amounts - Variable
By Linked Accounts
See all 10 articles
Payroll Menu
7
Employee Roster
Hourly or Eligiblity Calendar
Hourly Staffing
Payroll Assignments
Payroll Assignments Calendar
See all 7 articles
User Management Menu
6
Assign User Permissions
How to Enable Account level security
Import Active Directory Users
Import Custom Users
Map Users to Companies
See all 6 articles
Downloadable PDFs
1
Dynamic Budgets - Full PDF User Manual
Help Desk Software
by Freshdesk