![]() The new grid provides optimal performance and support for the creation of very large budgets. This feature was released in version 2 on 7 June 2022. ![]() Leave the Use new grid checkbox selected, if required. It is recommended that administrators have full access to the databases that makes up the budgets. You can add users as administrators to help you manage the budget data entry and workflow. ![]() This setting defaults to you, as you are creating the budget. Typically, you would leave it as is, but you can select another user, if you want to delegate the task to them. If your organization only uses one Profit and Loss template, it will be applied by default. The options available depend on the types of Profit and Loss statements your organization has created in the Financial Statements module. This setting determines the layout of the budget. If you selected a finance database in the previous step, select the Profit and Loss (P&L) statement template to apply to the budget. However, you might also have other options, such as a Sales or Purchasing database. As the Budgets and Forecasts module is based on the Financial Statements module, there will always be a financial database option. The options available depend on whatever is in your organization's Phocas database. Select the database on which to base the budget. In the Budget setup: Workbook configuration window, enter a name for the budget. If you don’t see this option, it means you don’t have permission to manage Budgets and Forecasts.Ĭlick the New drop-down button, then click Budget workbook. Click the Actions menu button, then click Budgets and Forecasts. ![]()
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