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New Entity Layer
Features, Capabilities & Pricing
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Community Knowledge Base
New Entity Layer
Features, Capabilities & Pricing
List of commonly asked questions
What is Read-Only mode, and how long does it last?
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?
How do I remove Zero rows from the Dashboard?
How do I assign a Category to a Department?
How do I add sub category rows to the Data Sheet?
What does each of the User Roles do?
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.
Can I change the target account for multiple employees' payroll simultaneously?
How do I reorder formulas?
Importing additional GL Accounts
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?
How do I move a Category to a different Group?
How do I move a Department to another Division?
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 know if all my data was imported?
How do I get my data out of Budgyt?
How do I find a template for my imports?
How do I send comments before approving changes?
What happens if I allocate from one account to another?
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 create a Cash Balance line?
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?
How do I copy 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 change the data in the previous years' comparison rows on my 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?
How do I see categories as a percentage of sales?
How do I move to a different budget?
How do I copy sub category descriptions to a new budget, but not data?
How do I restrict User access to certain budget versions?
How do I reverse a Grow by Percent copy?
My payroll taxes aren't starting in January.
Can Employees not in a budget be excluded from the Employee Audit report?
Can I delete Employees from a cloned budget without affecting the original?
How do I set some employees on a bi-weekly pay period and others twice a month?
How do I budget for commission based independent contractors?
How do I prevent other Department heads from seeing salaries in Departments for which they are not responsible?
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.
Restoring deleted Budgets
How do I see a rolling 12 month view?
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 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?
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 don't see previous years data in the new version of my budget.
I import to my non financials, but don’t see any data.
I can’t see a category in my FOA target category box
My sub category level C2C formulas give the wrong result.
Lining Excel files with multiple currencies.
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 reordered my sub categories, but they switch back when I save.
I can't see the data from my linked Excel file.
Target years when copying.
I copied data from one budget to another but it looks like some data is missing.