Knowledge-Base | Trials
Go to budgyt.com
Submit a Support Ticket
Go to Customer Portal
Sign in
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
Back to home
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
One of my Groups doesn't appear on the Dashboard.
How do I turn on/off Comment Mode on the Dashboard?
Do Variance Comments on Budget Comp Dashboards get deleted when I update the Actual budget?
How do I show periods/months on the Dashboard?
I don't want to see all the default Headers on my Dashboard.
Can I show my Category Codes on the Dashboard?
I can only see Divisions on the Dashboard
See more
Departments
I can't see all my Departments on the dashboard.
How do I change the Department on the Data Sheet?
How do I change the length of my Department codes?
How do I determine the codes for my Departments?
I can only see Departments on the Dashboard
We don't use the terms Department or Region, can I change them to our names?
See more
Settings & Configuration
What is Read-Only mode, and how long does it last?
How do I change a password?
How do I add a new Group to my GL?
I don't see one of my headers.
How do I create Non Financial Groups?
I need to show decimals/cents in my numbers.
See more
Approvals
How do I change user access permissions and approvers?
Is it possible to approve multiple items at once?
Can an email be sent to the approver with every approval request?
Scenarios (Budgets)
Can I have multiple years of data in one budget?
Can I copy data from one budget to another?
How do I run a Budget to Actual Comparison?
Categories
How do I change categories in the data sheet?
My Categories, Groups, Headers or Super Headers are in the wrong order. How do I reorder them?
Navigation & User Interface
How do I search within drop down menus in Budgyt?
How do I expand the Navigation bar?
Ordering Variances
Reports
How do I create reports with restricted access for some of my users?
I don't see the report type that I need in the menu?
Data Sheet
How do I change the Budget and year in the data sheet?
Can I change the Vendor column heading on the Data Sheet?
What is the function of the percent (%) button on the data sheet?
How do I enter and edit monthly data?
Setup & Onboarding
FAQ's: Data Importing during Onboarding & Setup