Standard Features

Locking / Unlocking Accounts
Accounts can be "Locked" and turned to a read only status to prevent further edits.   This feature is available on many screens. A) Exam...
Wed, 25 May, 2016 at 9:12 AM
Edit Status, and Account Approval
Several screens include the ability to notate rows with an Edit Status and/or Account Approval.  1) Select the row to notate wit...
Tue, 12 Jul, 2016 at 11:35 AM
Using the Simple Spread Methods
Spread Methods provides a way to allocate a total budget expense by AccountNum into each budget month. There are three options: A) The Manual Spread...
Mon, 15 Feb, 2016 at 9:31 AM
Filter
The Filer functionality gives the ability to limit the data displayed on the screen to user defined filter criteria. The below example is using the Monthl...
Thu, 21 Jan, 2016 at 9:25 AM
Row to Row Calculations
This standard functionality is available on a number of screens including Basic Budget Entry/Account Details and Import Budget Assumptions. Please n...
Fri, 22 Jan, 2016 at 11:45 AM
Cell Math Functions
Certain screens within the program has been setup with the ability to do basic math calculations within the cell.  The math functions are: - Addition (&q...
Tue, 23 Feb, 2016 at 11:22 AM
Attachments
Attachments can be added to specified screens.  Please be sure that the file you want to attach is not open on your desktop -open files cannot be attac...
Wed, 25 May, 2016 at 9:08 AM
Lookup
This standard functionality provides the ability to access data that is within the system and then copy the data to the appropriate Assumption Grid. Th...
Thu, 19 May, 2016 at 10:27 AM
Saving
Please save your work frequently. The below demonstrates the Save functionality for the Basic Budget Entry screen.  Please note that the "Save&qu...
Wed, 13 Jan, 2016 at 9:54 AM
Exporting to Excel
In addition to the Copy and Paste feature, many screens have an Export to Excel button as per below. When the button is pressed the follow...
Wed, 25 May, 2016 at 12:14 PM