Definitions

To define standard terms.

Year-to-Date (YTD)
Year-to-Date is a relative term referring to the sum of values from the Fiscal Year start through to the period selected.  For example: 1) If the fiscal ...
Tue, 23 Feb, 2016 at 10:16 PM
Quarter-to-Date (QTD)
Quarter-to-Date (QTD) is a relative term referring to the sum of values within each respective quarter of your fiscal year. The values will reset to zero at...
Tue, 23 Feb, 2016 at 10:25 PM
Fiscal Year Configuration & Period Labels
The Fiscal Period Configuration is found in the Manage Company Databases/Company Definitions screen on the Period labels tab.  This is where the company&...
Thu, 28 Apr, 2016 at 11:00 PM
Object (Main Account)
The Object is our term for the Main Account or Natural Account segment of the GL Account of the ERP Software (Revenue, Expense, Asset or Liability). The ...
Thu, 28 Apr, 2016 at 11:10 PM
BudgetID
This terms refers to either: Actual data for a given fiscal year that is imported in from Great Plains Accounting software (ERP); An Historic Budge...
Mon, 18 Apr, 2016 at 3:11 PM
CompanyDB
Dynamic Budgets uses a CompanyDB search parameter to allow you to select which company you wish to work with. CompanyDB is the 5 letter te...
Thu, 28 Apr, 2016 at 11:14 PM
OrgUnit
This term refers to base unit of budgeting.  It was selected as a neutral definition because organizations use varies terms including Departments, Cost Cent...
Thu, 28 Apr, 2016 at 11:15 PM
Account Number (Budget Account Number)
An Account Number refers to the full General Ledger Account Number  ("GL Accounts") which originates from Great Plains Accounting Software ("...
Mon, 2 May, 2016 at 9:51 AM
Assumptions Sub-Tab
This a sub-tab on the Account Details tab.  Please see Budgeting Dashboard, Basic Budget Entry, Custom Budget Entry, Custom Reports, or Custom Reports wit...
Wed, 18 May, 2016 at 11:24 AM
IsBudgeted
The below chart shows the relationship between Great Plains Accounting "ERP" software General Ledger Chart of Accounts and Dynamic Budget's B...
Mon, 9 May, 2016 at 8:45 AM