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Community Knowledge Base
Administrators
Administrators
Settings
Budgets
Users
Import/Export
Data/Formula
Employee
Reports
Copying
Dimensions
Currency
FAQ
FAQ
Support
Troubleshooting
General Users
Users
Video Library
Getting Started
Dashboards
Data Sheet
Copying
Formulas
Settings
Budgets
Users
Employees
Reports
New Features
New Entity Layer
Features, Capabilities & Pricing
Release Notes
Administrators
Access information relevant to Administrators
Getting Started - Admin Users
Multi-Currency Overview
Dimensions Overview
Settings
Password Policy and Settings
Azure Single Sign On (SSO) setup
OKTA Single Sign On (SSO) Setup
Validation Rules for Categories and Departments
How do I change the Headers and Groups in my Chart of Accounts?
Managing Assumptions using Non-Financial Categories
Changing your Preferences
Manage Settings
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Budgets
Creating a forecast with part Actuals and part Budget data.
How do I clone a budget?
How to Remove Zero Rows
How to Create a Scenario
How do I make a scenario active or inactive?
How do I lock months to prevent changes?
Manage Scenarios - Definitions
Manage Scenarios - Combining Similar Sub-Category Rows
Locking Actual Data
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Users
User Permissions - Detail and Summary Categories
Impersonate User
Users - Access rights and Permissions
Import/Export
Exporting Notes from the Data Sheet
Quickbooks Online Import - changes from January 14th, 2021.
QBO Imports - Mapping requirements
Importing Data to a forecast with part Actual and part Budget data.
Accountant Invite to QBO
How do I add historic data to a budget?
Importing Data
Importing last month's actuals.
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Data/Formula
Introduction to Formulas in Budgyt
Examples of KPIs, Rates, Ratios, and other special situations.
C2C - Consolidation Formulas
Building an FOA or C2C Formula to calculate Sales Revenue and Cost of Sales
Making an FOA Formula example - Calculating Discounts and Refunds
How do I globally update a category across multiple departments?
C2C Formulas - Calculate on Sub-Category Level
Allocation Formulas
C2C Formulas using Dimensions
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Employee
Release Notes Details - April 28th, 2021
Multiple Payroll Accrual Types
Longevity Based HR Formulas
One Time HR Formulas
Variable HR Formulas - Allocating Payroll Taxes etc to Multiple Target Categories
HR Formulas - Using Category Type for utilization levels.
Adding/Removing/Deleting Multiple Employees simultaneously.
Reordering HR Formulas
Growing Fixed HR Formulas
HR Formulas where the percentage rate increases above a salary limit.
Allocating Payroll to Multiple GL Accounts using Parent Employees
Manage Employees
Manage HR Formulas
Manage Allocations (Employee Module)
Auto FTE (Full Time Equivalent) Category
The Employee Module
Manage Payroll
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Reports
Reports Overview
Copying
Copying Data Within Budgyt
Dimensions
Making Dimensions Inactive
Currency
Auditing and Editing exchange rates on the Data Sheet
