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Community Knowledge Base

FAQ

FAQ

List of commonly asked questions

Import Types - what is each used for for?

FAQ

Ordering Variances

I don't see the Comments speech bubble on the data sheet.

What is Read-Only mode, and how long does it last?

Can an email be sent to the approver with every approval request?

How do I change a user's username?

How do I change the length of my Department codes?

What does Consolidate Result do to a C2C formula?

How do I change a password?

How do I submit numbers for approval?

How do I change the Department on the Data Sheet?

I type data into the data sheet but when I hit save, it disappears?

How do I expand the Navigation bar?

My upload/import doesn't work.

How do I create reports with restricted access for some of my users?

The Dashboard loads slowly as I have a lot of Departments, is there a way to speed it up?

My headers are in the wrong position.

Do Variance Comments on Budget Comp Dashboards get deleted when I update the Actual budget?

On the Add New C2C page, there is a check box for calculating at Sub Category level. What does this do?

How do I change our business name on my reports?

I don't want to see all the default Headers on my Dashboard.

How do I select individual cost centers in an FOA?

How do I input a single value to all fields in an FOA?

I need to show decimals/cents in my numbers.

My Budget doesn't show any data.

How do I combine sub category lines with the same description?

Where can I find/approve/reject Approval requests?

How do I create Non Financial Groups?

My imported numbers are negative when they should be positive.

How do I remove blank rows from the Data Sheet?

In the Copy and Import functions, what does the Overwrite Data check box do?

How do I turn on/off Approvals?

How do I enter and edit monthly data?

I just created/changed a C2C, but it doesn't seem to work?

How do I run a Budget to Actual Comparison?

How do I build allocation formulas, by percentage and by category?

How do I change the length of my Category Code?

I can only see Divisions on the Dashboard

How do I see what changes my users have made?

How do I search within drop down menus in Budgyt?

How do I show periods/months on the Dashboard?

I don't see the report type that I need in the menu?

How do I change user access permissions and approvers?

I don't see one of my headers.

How do I add a new Group to my GL?

I am building a C2C but can't find one of my categories?

How do I compress or expand my categories on the Dashboard?

How do I change categories in the data sheet?

One of my Groups doesn't appear on the Dashboard.

My Divisions are in the wrong order.

Can I change the Vendor column heading on the Data Sheet?

Will Imported data override my C2C or FOA formulas or Employee Module?

What is the function of the percent (%) button on the data sheet?

How do I determine the codes for my Departments?

My budget doesn't appear in any menus.

Can I have multiple years of data in one budget?

Why does Budgyt ask for square feet of my Departments?

I can't see all my Departments on the dashboard.

Is there a way to "code" employees as BC, QC, ON etc... and then make a calculation of payroll taxes by province?

We don't use the terms Department or Region, can I change them to our names?

My C2C/FOA formulas are not calculating correctly.

I can only see Departments on the Dashboard

How do I distribute reports to other users?

One of my Categories is in the wrong Group.

How do I create an If/Then formula?

Is it possible to approve multiple items at once?

My Categories, Groups, Headers or Super Headers are in the wrong order. How do I reorder them?

How do I change the Budget and year in the data sheet?

How do I limit the Categories that appear in a Department?

Can I copy data from one budget to another?

Can I show my Category Codes on the Dashboard?

How do I turn on/off Comment Mode on the Dashboard?

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Support

What do each of the User Roles do?

Restoring deleted Budgets

How many years can I see on the dashboard.

How to restrict user access to just the total for a Category/Account, hiding the details.

How do I create a Cash Balance line?

Pasting from Excel to the Data Sheet

Incomplete Dashboard data warning.

Importing additional GL Accounts

How do I reverse a Grow by Percent copy?

How do I copy sub category descriptions to a new scenario, but not data?

How do I change the data in the previous years' comparison rows on my Data Sheet?

How do I see categories as a percentage of sales?

How do I move to a different scenario?

How do I copy formulas?

What happens if I allocate from one account to another?

How do I reorder formulas?

How do I export comments?

The Comment Log

Can I delete Employees from a cloned scenario without affecting the original?

How do I set some employees on a bi-weekly pay period and others twice a month?

How do I prevent other Department heads from seeing salaries in Departments for which they are not responsible?

Can I change the target account for multiple employees' payroll simultaneously?

How do I restrict user access to certain Scenarios?

How do I move a Category to a different Group?

How do I move a Department to another Division?

How do I assign a Category to a Department?

How do I know if all my data was imported?

How do I get my data out of Budgyt?

How do I run a Budget to Actual report?

Can I run a Budget to Actual comparison for just one Department? For just one Month?

How do I remove Zero rows from the Dashboard?

How do I add sub category rows to the Data Sheet?

Can I budget for a group of employees rather than budgeting them individually?

What details do I need to check in the GL Import Periods as Columns page?

Applying a percentage bonus to individual months.

How do I delete a whole year of data?

How do I give a user access to see payroll in one department, but not in others?

How do I build a simple Price x Quantity formula?

I can't edit my categories or departments, I'm being told to login to Quickbooks, but I don't use Quickbooks.

I zeroed an employee's payroll allocation but they still receive benefits.

How do I import to my budget without overwriting current data?

Can I reimport exported data to Budgyt?

How do I build a formula for Social Security?

How do I consolidate data from only some of my departments?

Can I export my whole budget to a file that is easy to reformat?

What is the Employee Code?

How do I set up Single Sign On (SSO)

A user is having trouble logging in.

How do I select similar Departments in different Divisions?

How do I find my Custom Dashboards?

How do I compress the PL by Category view?

Can I export a list of users and their access rights to depts, accounts etc

What does Invite do?

How do I add a new Admin user?

I can't import to my budget.

If I import new data will it overwrite the old?

How do I import new dimensions?

How do I find a template for my imports?

How do I send comments before approving changes?

How do I edit my formula inputs?

How do I build a formula driven by headcount in each department but place the result in just one department?

How do I build a Running Total formula?

How do I edit data in a linked Excel file?

How do I attach an Excel file?

What are Global and Individual Links?

What is the Advanced Options section in Reports?

How do I rerun a report with up to date data?

How do I copy just the result of formulas?

My Excel file won't link correctly because of Invalid Dimension Codes.

What is the year menu at the top of the Data Sheet?

How do I enter data quickly to multiple lines at once?

How do I edit non-financial asumptions?

How do I export details from the Data Sheet?

My payroll taxes aren't starting in January.

Can Employees not in a budget be excluded from the Employee Audit report?

How do I budget for commission based independent contractors?

How do I distinguish between Full Time and Part Time Employees

How do I move an employee's payroll from one department to another?

I can't send Comments to a user.

How do I see a rolling 12 month view?

How do I see my Departments as Rows

What do %LY and %LLY represent on the data sheet?

How do I filter the activity audit log?

How do I hide payroll details from my users but still show them the payroll total?

List of available reports

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Troubleshooting

Fixed HR Formulas not Allocating Correctly

Read Only Mode takes too long...

Linking Excel files with multiple currencies.

Copying from the Data Sheet

Target years when copying.

I don't see previous years data in the new version of my budget.

I copied data from one scenario to another but it looks like some data is missing.

I reordered my sub categories, but they switch back when I save.

I import to my non financials, but don’t see any data.

My Dashboard percentages look wrong.

I can't see all my HR Formulas in the menu in the Payroll edit screen

Some employees are greyed out in my HR Formulas

The support videos won't play

I can't see the Edit Tool...

I can’t edit my data, I just see my depts on the left of the data sheet.

Payroll Import Troubleshooting

I can’t see a category in my FOA target category box

My sub category level C2C formulas give the wrong result.

I can’t see any dimensions in the drop down, where are they?

I can't see the category I am looking for.

I can't send comments to all my users.

I can't see the data from my linked Excel file.

Employee List

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Setup & Onboarding

FAQ's: Data Importing during Onboarding & Setup