Knowledge-Base | Trials
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FAQ
Admins
Multi-Currency
Scenarios (Budgets)
Settings & Configuration
Reports & Visualizations
Dimensions
Payroll (Employees)
Data/Formula
Balance Sheet and Cash Flow
Regular Users
Troubleshooting
Data Sheet
Getting Started
Payroll (Employees)
Multi-Currency
Dashboards
Approvals
Scenarios (Budgets)
FAQ
Dashboards
Departments
Settings & Configuration
Approvals
Scenarios (Budgets)
Categories
Navigation & User Interface
Reports
Data Sheet
Setup & Onboarding
Features and Capabilities
Approvals
Multi-Currency
Departments
Multi-Entity
Balance Sheet and Cash Flow
General
Video Library
Getting Started
Payroll (Employees)
Formulas (C2C's & FOAs)
Dashboards
Data Sheet
Reports & Visualizations
Tips
Free Trial Tips
Top Tips
Release Notes
2023
2021
2022
2020
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Knowledge-Base | Trials
FAQ
Admins
Multi-Currency
Scenarios (Budgets)
Settings & Configuration
Reports & Visualizations
Dimensions
Payroll (Employees)
Data/Formula
Balance Sheet and Cash Flow
Regular Users
Troubleshooting
Data Sheet
Getting Started
Payroll (Employees)
Multi-Currency
Dashboards
Approvals
Scenarios (Budgets)
FAQ
Dashboards
Departments
Settings & Configuration
Approvals
Scenarios (Budgets)
Categories
Navigation & User Interface
Reports
Data Sheet
Setup & Onboarding
Features and Capabilities
Approvals
Multi-Currency
Departments
Multi-Entity
Balance Sheet and Cash Flow
General
Video Library
Getting Started
Payroll (Employees)
Formulas (C2C's & FOAs)
Dashboards
Data Sheet
Reports & Visualizations
Tips
Free Trial Tips
Top Tips
Release Notes
2023
2021
2022
2020
FAQ
List of commonly asked questions
Dashboards
I can only see Divisions on the Dashboard
Can I show my Category Codes on the Dashboard?
I don't want to see all the default Headers on my Dashboard.
How do I show periods/months on the Dashboard?
Do Variance Comments on Budget Comp Dashboards get deleted when I update the Actual budget?
How do I turn on/off Comment Mode on the Dashboard?
One of my Groups doesn't appear on the Dashboard.
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Departments
We don't use the terms Department or Region, can I change them to our names?
I can only see Departments on the Dashboard
How do I determine the codes for my Departments?
How do I change the length of my Department codes?
How do I change the Department on the Data Sheet?
I can't see all my Departments on the dashboard.
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Settings & Configuration
I need to show decimals/cents in my numbers.
How do I create Non Financial Groups?
I don't see one of my headers.
How do I add a new Group to my GL?
How do I change a password?
What is Read-Only mode, and how long does it last?
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Approvals
Can an email be sent to the approver with every approval request?
Is it possible to approve multiple items at once?
How do I change user access permissions and approvers?
Scenarios (Budgets)
How do I run a Budget to Actual Comparison?
Can I copy data from one budget to another?
Can I have multiple years of data in one budget?
Categories
My Categories, Groups, Headers or Super Headers are in the wrong order. How do I reorder them?
How do I change categories in the data sheet?
Navigation & User Interface
Ordering Variances
How do I expand the Navigation bar?
How do I search within drop down menus in Budgyt?
Reports
I don't see the report type that I need in the menu?
How do I create reports with restricted access for some of my users?
Data Sheet
How do I enter and edit monthly data?
What is the function of the percent (%) button on the data sheet?
Can I change the Vendor column heading on the Data Sheet?
How do I change the Budget and year in the data sheet?
Setup & Onboarding
FAQ's: Data Importing during Onboarding & Setup