System Management Menu

Add OrgUnits
Step by Step Tutorial - Add OrgUnits CLICK ON THE BLUE LINK ABOVE TO VIEW TUTORIAL See attached PDF's below Purpose: During Client Configuration,...
Wed, 30 Jan, 2019 at 8:10 AM
App Config / Menu Editor
Please note the below is for your information.  Please contact Dynamic Budgets to discuss changes to the App Config/Men...
Tue, 31 Oct, 2017 at 10:20 AM
Bulk Company Management
Sun, 18 Jan, 2015 at 12:19 AM
Cash Flow Transaction Setup
Sun, 18 Jan, 2015 at 1:22 AM
Create Budget Accounts
Step by Step Tutorial - Create Budget Accounts CLICK ON THE BLUE LINK ABOVE TO VIEW TUTORIAL See attached PDF's, and Other Tutorials & Freshdesk ...
Wed, 30 Jan, 2019 at 8:11 AM
Define Basic Budgets Entry Forms
The column format of the Basic Budget Entry/Dashboard screen is defined here.  The process to setup these columns is discussed in the Column Formats article...
Wed, 17 Feb, 2016 at 4:06 PM
Define Custom Budgets Entry Forms
Step by Step Tutorial - Custom Budget Entry CLICK ON THE BLUE LINK ABOVE TO VIEW TUTORIAL See attached PDF's, and Other Tutorials & Freshdesk Pag...
Wed, 30 Jan, 2019 at 8:12 AM
Define Row Formats
This tool is used to total and subtotal data into user defined formats. After changes are made, please Save. Please note that Expand/Reduce ...
Thu, 23 Jun, 2016 at 3:31 PM
Enable > Export Budget to ERP
Sun, 18 Jan, 2015 at 12:19 AM
Locate user configuration
Clicking on this opens the "Search Profile" folder on your network/computer where user configurations are saved.  It is essentially a Short-C...
Tue, 17 May, 2016 at 10:53 AM