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Advanced Budgeting Techniques Presented by Andy Lind

Advanced Budgeting Techniques Presented by Andy Lind. Setup. Budget Types Requisition Options Group Access. Budget Entry. Create an Entry Method Individual Account Entry Detailed Budget Entry Mass Add/Change Entry Combination Adopt Budget. Budget Requisitions. Entry of Requisitions

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Advanced Budgeting Techniques Presented by Andy Lind

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  1. Advanced Budgeting Techniques Presented by Andy Lind

  2. Setup • Budget Types • Requisition Options • Group Access

  3. Budget Entry • Create an Entry Method • Individual Account Entry • Detailed Budget Entry • Mass Add/Change Entry • Combination • Adopt Budget

  4. Budget Requisitions • Entry of Requisitions • For approval only • To use for future orders • Approval • Individual line approval • Mass Approval • Clone to actual requisition – Requisition Entry

  5. Budget Changes • Budget Revisions • Budget Transfers – discuss options where you can allow end-users to enter/request the transfer and go through approvals.

  6. THANK YOU FOR ATTENDING!

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