Budgeting

How do I enter budget amounts?

How do I import budget amounts from a spreadsheet?

How do I enter budget worksheet amounts?

What does Walk Through do in Enter Budget Amounts?

Normal and YTD Mode

What's the difference between Normal and YTD mode?

Do I need to use YTD mode to edit a budget entry?

Open/Close Budget Levels

How do I reopen a budget level?

How do I close a budget level?

Copy, Calculate, Modify

How do I copy actual amounts to a single period?

How do I add an amount to a copied budget amount?

How do I copy budget amounts to a single period?

How do I copy period actuals to next year budget?

How do I copy period budgets to next year budget?

How do I calculate an annualized budget (13/YY)?

How do I copy to a project budget (14/YY)?

How do I modify YTD budgets to equal projected budget?

How do I enter budget worksheet amounts?

 

State Budget Codes

How do I set up state budget codes?

 

 

Copyright © 2020 Caselle, Incorporated. All rights reserved.