Dynamic Budgets Helpdesk

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

View all 6

Reports Menu 8

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

View all 8

Tools Menu 18

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

View all 18

System Management Menu 26

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

View all 26

Allocations Menu 10

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

View all 10

Payroll Menu 7

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

View all 7

User Management Menu 6

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

View all 6

Downloadable PDFs 1

• Dynamic Budgets - Full PDF User Manual