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Solution home
Beacon Finance User Guide
Excel Add-in
4
Beacon Excel Add-In Function Guide
Example Excel Add-In Functions
How to Download the Excel Add-In (Self Service)
Why is my Excel spreadsheet showing a large negative number?
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
View all 6
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
6
The Object Class Detail and Category Detail Screen
Monthly Roll- Up
Vendor Summary Report
Mechanism Summary
CSA Summary
View all 6
Transactions
6
How to search for Transactions (Basic)
How to change columns from the Transaction screen
How to Save a Transaction Search
Transactions Data
Multi Year Transactions
View all 6
Planning
3
How to Add/Edit Allocations
Adding and editing a Budget Entry
How to Add/Edit Projections
Projections
6
Monthly Projections by Allocation Category Page
Projections Details by Sub-Account
Projection Details
Creating a New Projection
Editing a Projection
View all 6
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
View all 7
Alerts
4
Available Alerts
Adding a New Alert
Editing an Alert
Deleting an Alert
Admin
2
How to Add a Finance User
Edit Views
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