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

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