Budgeting Questions

How Do I Create a Budget Using Prior Year Actuals Increased by a Percentage?
This process requires the use of the Import Budget Assumptions and Copy Bulk Assumptions.  The budget template you wish to populate will need ...
Tue, 17 May, 2016 at 10:34 AM
How Do I Add/Delete BudgetIDs that are Available in Lookups?
When using the Lookups functionality, the BudgetID dropdown lists the BudgetIDs that are available for Lookup.    Whether a BudgetID is available for L...
Mon, 25 Apr, 2016 at 11:02 AM
How Do I Add/Delete BudgetIDs on the Budgeting Search Dropdown Menu?
On the Budgeting Dashboard, and Basic Budget Entry screens the BudgetIDs dropdown menu provides the list of BudgetIDs that are available to be Searched...
Mon, 25 Apr, 2016 at 11:01 AM
What Should I Do When I Cannot Save Budget Account Data/View Actual Data In A Multi-Year Custom Budget Entry Form?
When a Define Custom Budgets Entry Forms has been setup with columns for multiple  (say, 2016, 2017 and 2018) and one of the years has an Budget Account N...
Mon, 20 Jun, 2016 at 11:47 AM
How Can I Use Global Variables?
Global Variables are setup to store statistical (nonfinancial and non-system based financial) data.  They are setup in Manage Global Variab...
Tue, 7 Jun, 2016 at 8:17 AM
What To Do When Exporting a Budget with Account Numbers that No Longer Exist in GP?
The Export Budget To GP will fail if the export includes Budget Account Numbers that no longer exist in Great Plains Accounting ("ERP") softwar...
Thu, 27 Jul, 2017 at 8:00 AM
What Is the Difference Between the Budget Data Entry Screens?
There are four budget data entry screens to choose from. The  Basic Budget Entry screen was designed to ...
Wed, 15 Jun, 2016 at 3:17 PM
How Do I Update Actuals That Have Changed When They Are Used As Budget Assumptions?
Please see Synchronize Lookups.
Wed, 20 Jul, 2016 at 11:01 AM
How Do I Calculate a Budget Line Item/s Based on Budgeted/Actual Data of Another Line Item/s?
Lookup is the standard functionality which provides the ability to access data that is within the system and then fetch the data to the appropr...
Tue, 29 Nov, 2016 at 8:09 AM
How Do I Change/Update a Custom Budget Entry Form?
Please see the Define Custom Budget Entry Forms article. The Define Custom Budget Entry Forms screen is accessed:
Tue, 30 May, 2017 at 7:47 AM