NetComm, Inc.

Excel Add-in 6

• Beacon Excel Add-In Function Guide
• Excel Add-In Video Overview
• Example Excel Add-In Functions
• Example Reports
• How to Download the Excel Add-In (Self Service)

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Overview 6

• Where to Find Reports - Summary of Every Beacon Finance Page
• How to Find and Change Accounts
• How to Find Historical Data or Change FY
• How to Export Data
• When is data downloaded

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Account Structure 5

• The Account Structure Page
• Ad-Hoc Account View
• Customizing Column Preferences
• Views in Beacon Finance
• Saved Account Reports

Balance 1

• Balance of Accounts

Pending 3

• What are Pending Transactions
• The Open Commitments Screen
• How to Filter and Search Pending Transaction Pages

Actuals 9

• The Object Class Detail and Category Detail Screen
• Monthly Roll- Up
• Vendor Summary Report
• Mechanism Summary
• Central Services Assessments (CSA or TAPs) Summary Report

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Transactions 6

• Basics of the Transactions Data Screen
• How to search for Transactions (Basic)
• How to customize data columns for the Transaction screen
• How to Save a Transaction Search
• Multi Year Transactions

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Planning 4

• How to Add/Edit Allocations
• Adding and editing a Budget Entry
• How to Add/Edit Projections
• Budget Data Entry Overview

Multi Year - Gift and CRADA 7

• Gift Fund Overview
• CRADA Overview
• Unconditional Gift Fund Overview
• Gift Fund and CRADA Balance Reports
• How to Enter a New Gift Fund and Collections

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Alerts 4

• Available Alerts
• Adding a New Alert
• Editing an Alert
• Deleting an Alert

Admin 2

• How to Add a Finance User
• How to Manage Category Groups

Admin - Edit View 5

• How to Edit Views - Video Overview
• How To Edit Views - Add New Account(s)
• How to Edit Views - Reorganize Accounts
• How to Edit Views - Delete Accounts
• How to Edit an Account Title

FY 2023 Updates 1

• Beacon Finance FY 23 Updates - Summary

Beacon Training Slides 1

• Beacon Finance EOY Refresher (July 2024)