budgeting · budgeting. basics • create budget types/templates • budget entry • individual...
TRANSCRIPT
![Page 1: Budgeting · Budgeting. Basics • Create Budget Types/Templates • Budget Entry • Individual Entry • Import from a spreadsheet • Clone from last year and mass change • Sync](https://reader033.vdocuments.mx/reader033/viewer/2022042914/5f4dbb61cd559d7cf51d01c7/html5/thumbnails/1.jpg)
BudgetingMatt Zdroik
![Page 2: Budgeting · Budgeting. Basics • Create Budget Types/Templates • Budget Entry • Individual Entry • Import from a spreadsheet • Clone from last year and mass change • Sync](https://reader033.vdocuments.mx/reader033/viewer/2022042914/5f4dbb61cd559d7cf51d01c7/html5/thumbnails/2.jpg)
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
![Page 3: Budgeting · Budgeting. Basics • Create Budget Types/Templates • Budget Entry • Individual Entry • Import from a spreadsheet • Clone from last year and mass change • Sync](https://reader033.vdocuments.mx/reader033/viewer/2022042914/5f4dbb61cd559d7cf51d01c7/html5/thumbnails/3.jpg)
Budget Types/Templates
• Used to organize department/building budgets
![Page 4: Budgeting · Budgeting. Basics • Create Budget Types/Templates • Budget Entry • Individual Entry • Import from a spreadsheet • Clone from last year and mass change • Sync](https://reader033.vdocuments.mx/reader033/viewer/2022042914/5f4dbb61cd559d7cf51d01c7/html5/thumbnails/4.jpg)
Budget Types/Templates
• Associate users with budget template
![Page 5: Budgeting · Budgeting. Basics • Create Budget Types/Templates • Budget Entry • Individual Entry • Import from a spreadsheet • Clone from last year and mass change • Sync](https://reader033.vdocuments.mx/reader033/viewer/2022042914/5f4dbb61cd559d7cf51d01c7/html5/thumbnails/5.jpg)
Budget Types/Templates• Optional max budget
![Page 6: Budgeting · Budgeting. Basics • Create Budget Types/Templates • Budget Entry • Individual Entry • Import from a spreadsheet • Clone from last year and mass change • Sync](https://reader033.vdocuments.mx/reader033/viewer/2022042914/5f4dbb61cd559d7cf51d01c7/html5/thumbnails/6.jpg)
Individual Entry
![Page 7: Budgeting · Budgeting. Basics • Create Budget Types/Templates • Budget Entry • Individual Entry • Import from a spreadsheet • Clone from last year and mass change • Sync](https://reader033.vdocuments.mx/reader033/viewer/2022042914/5f4dbb61cd559d7cf51d01c7/html5/thumbnails/7.jpg)
Import from spreadsheet
![Page 8: Budgeting · Budgeting. Basics • Create Budget Types/Templates • Budget Entry • Individual Entry • Import from a spreadsheet • Clone from last year and mass change • Sync](https://reader033.vdocuments.mx/reader033/viewer/2022042914/5f4dbb61cd559d7cf51d01c7/html5/thumbnails/8.jpg)
Mass Change
![Page 9: Budgeting · Budgeting. Basics • Create Budget Types/Templates • Budget Entry • Individual Entry • Import from a spreadsheet • Clone from last year and mass change • Sync](https://reader033.vdocuments.mx/reader033/viewer/2022042914/5f4dbb61cd559d7cf51d01c7/html5/thumbnails/9.jpg)
Sync from Salary Negotiations
![Page 10: Budgeting · Budgeting. Basics • Create Budget Types/Templates • Budget Entry • Individual Entry • Import from a spreadsheet • Clone from last year and mass change • Sync](https://reader033.vdocuments.mx/reader033/viewer/2022042914/5f4dbb61cd559d7cf51d01c7/html5/thumbnails/10.jpg)
Budget Transfers
![Page 11: Budgeting · Budgeting. Basics • Create Budget Types/Templates • Budget Entry • Individual Entry • Import from a spreadsheet • Clone from last year and mass change • Sync](https://reader033.vdocuments.mx/reader033/viewer/2022042914/5f4dbb61cd559d7cf51d01c7/html5/thumbnails/11.jpg)
Adopt Budget
![Page 12: Budgeting · Budgeting. Basics • Create Budget Types/Templates • Budget Entry • Individual Entry • Import from a spreadsheet • Clone from last year and mass change • Sync](https://reader033.vdocuments.mx/reader033/viewer/2022042914/5f4dbb61cd559d7cf51d01c7/html5/thumbnails/12.jpg)
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
![Page 13: Budgeting · Budgeting. Basics • Create Budget Types/Templates • Budget Entry • Individual Entry • Import from a spreadsheet • Clone from last year and mass change • Sync](https://reader033.vdocuments.mx/reader033/viewer/2022042914/5f4dbb61cd559d7cf51d01c7/html5/thumbnails/13.jpg)
THANK YOU