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Community Knowledge Base

Administrators

Administrators

Access information relevant to Administrators

Dimensions Overview

How do I create Payroll Utilization Rate Formulas?

Getting Started - Admin Users

Multi-Currency Overview

Settings

Best Practices: Inactive Departments, Dimensions, or Categories

Azure Single Sign On (SSO) setup

OKTA Single Sign On (SSO) Setup

Password Policy and Settings

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

Viewing Calendar and Fiscal years or other custom periods.

Budgeting for Grants

Cloning to a different year

Creating a forecast with part Actuals and part Budget data.

How do I clone a scenario?

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

Payroll Permissions - Access to partial payroll in a department

Visualizations (Charts) Permissions

Custom Dashboard Access

Sub Admins - Users adding Users

Approver doesn't appear in Approver menu

User Permissions - Detail and Summary Categories

Impersonate User

Users - Access rights and Permissions

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Import/Export

Quickbooks best practices

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.

How do I add historic data to a budget?

Importing Data

Importing last month's actuals.

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Data/Formula

Calculating the difference between months

Eliminations

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

Calculating Unpaid Leave

HR Formulas - Using Category Type for utilization levels.

Copying Payroll and HR Formulas

Multiple Payroll Accrual Types

Canadian Provincial Payroll Tax

How to create a Bonus formula that applies the bonus expense in specific months.

Allocate payroll across departments, but leave payroll taxes and benefits in just one.

Allocating Payroll to Multiple GL Accounts using Parent Employees

Release Notes Details - April 28th, 2021

Longevity Based HR Formulas

One Time HR Formulas

Variable HR Formulas - Allocating Payroll Taxes etc to Multiple Target Categories

Adding/Removing/Deleting Multiple Employees simultaneously.

Reordering HR Formulas

Growing Fixed HR Formulas

HR Formulas where the percentage rate increases above a salary limit.

Manage Employees

Manage HR Formulas

Setting Accruals (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

Balance Sheet and Cash Flow

BSCF - Amortizations, Prepaid Expenses, and Deferred Revenues

Capex Dashboard

Introduction to Balance Sheet and Cash Flow budgeting