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BudgetingMatt Zdroik
Budgeting Basics
• Create Budget Types/Templates
• Budget Entry• Individual Entry• Import from a spreadsheet• Clone from last year and mass change • Sync from Salary Negotiations
• Budget Transfers
• Adopt budget
Budget Types/Templates
• Used to organize department/building budgets
Budget Types/Templates
• Associate users with budget template
Budget Types/Templates• Optional max budget
Individual Entry
Import from spreadsheet
Mass Change
Sync from Salary Negotiations
Budget Transfers
Adopt Budget
Other Budget Enhancements
Accumulating budget amounts when importing from spreadsheet Importing new account/budget will create the new account Notes/Attachments can be added to budget templates More informational messages when submitting budgets Change History shows in chart of accounts and budget entry
THANK YOU
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