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Join Andy Lind for an in-depth presentation on advanced budgeting techniques essential for effective financial management. This session will cover various budget types, requisition options, and methods for group and individual budget entry. Learn how to create detailed budget entries, perform mass changes, and manage budget requisitions from entry to approval. We will also discuss budget revisions, transfers, and the options available for end-users to request transfers with approval workflows. Enhance your budgeting skills and streamline your processes. Thank you for attending!**
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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 • For approval only • To use for future orders • Approval • Individual line approval • Mass Approval • Clone to actual requisition – Requisition Entry
Budget Changes • Budget Revisions • Budget Transfers – discuss options where you can allow end-users to enter/request the transfer and go through approvals.
