Standard Features

Print to PDF
To print to PDF, click on the below button: The following screen will come up: 1) Navigate to the location where you would like to save ...
Wed, 20 Jan, 2016 at 9:52 AM
Print
To print, click on the below Print icon: This will open up the below screen where you can change the print setup criteria:  Click on "...
Tue, 22 Mar, 2016 at 4:03 PM
Autofit Columns
A number of screens have this standard functionality including Basic Budget Entry/Dashboard which we are using in the below example. This function res...
Wed, 13 Jan, 2016 at 3:02 PM
Copy and Paste
This functionality works in a similar way to the related Excel functionality.  Data can be copied and pasted into Dynamic Budgets screens and also into Exce...
Thu, 21 Jan, 2016 at 1:23 PM
Exclude Row Function
This standard functionality is available in a number of screens including Basic Budget Entry/Account Details and Import Budget Assumptions. By che...
Wed, 13 Jan, 2016 at 11:59 AM
Expand/Reduce Column Width
If the column width is too narrow to display the data, it can be expanded by placing your curser on the column line as below and pulling the icon that appea...
Mon, 8 Feb, 2016 at 10:43 AM
Exclude Zero Values Accounts
By checking the below box only accounts with values greater than zero will be included in the search results. By leaving the box uncheck...
Thu, 18 Feb, 2016 at 9:01 AM
Drill - Blue Underline
Source data can be accessed by drilling down into the underlying data screen.  Also, please see  the Row Lock and Row to Row Calculation articles which disc...
Thu, 18 May, 2017 at 8:00 AM
Display Level
Data can be displayed at varying levels of details with 1 been the most summarized and 15 been the most detailed.  Use the above pull down menu to s...
Tue, 8 Mar, 2016 at 8:25 AM
Row Format (Grid Formats)
Row Formats enable administrators to provide subtotaling rows to enhance the presentation of both data entry and reporting screens in Dynamic Budgets. ...
Wed, 8 Jun, 2016 at 9:55 AM