Budget by region and branch
Learn how to create a budget at the regional and branch level using Financial Statements and Budgets and Forecasts together. You'll set up levels and a budget period, assign sections to region and branch managers, and review, approve, and submit their budgets through to the admin.
Supporting documentation
Related video tutorials
Financial Statements Create a budget from within financial statements
Learn how to create a profit and loss budget directly from your financial statement with one click budgeting, available with the Budgets and Forecasts module. You'll set up the statement levels, create the budget, and open a workbook that reflects your setup, which cuts setup time and keeps both modules aligned.
Financial Statements Manage streams and scenarios
Learn how to use Manage Streams and Scenarios, also known as Combined Streams, to control which data appears in your statements. You'll set the default stream order for all users, create a scenario that combines streams such as actuals and allocations, and hide streams you rarely use.
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Financial Statements Edit a financial statement
Learn how to edit a financial statement so its layout and formatting match your reporting needs. You'll add groups and calculations such as gross margin, arrange rows, apply formatting and performance indicators, choose the revenue row for percent revenue analysis, and build the database so your changes take effect.
Financial Statements Set up elimination journals
Learn how to set up and post elimination journals in Financial Statements. You'll create an elimination entity, make elimination-only accounts journal-ready, and post a balanced journal in Data Entry. Eliminations sit in their own stream, so you can report on actuals alone or with eliminations and keep a clear audit trail.
