Overview
Beacon Finance is a powerful cloud-based application that provides advanced financial reporting and analysis functionality. Beacon Finance gives organizations distributed budgeting and planning tools, custom budget category views, drill-downs for detailed spending analysis, and a powerful Excel interface. Beacon Finance's Excel interface allows for the development of spreadsheets using custom functions that extract real-time expenditure, budget, and planning data from the Beacon Finance databases.
From Left to Right the navigation tabs available are: Accounts/Funds/Balance/Actuals/Transactions/Planning/Admin The Accounts tab navigates you to the ...
Mon, 1 May, 2023 at 1:45 PM
Account Navigator From most pages in Beacon, you can navigate to different accounts using the Account Navigator. Click the Title of the account from the t...
Thu, 9 Dec, 2021 at 4:31 PM
How to Change the FY There is a view and Fiscal Year description found at the top right of every page. Click the FY to open a Choose FY: drop-down. From...
Mon, 1 May, 2023 at 12:09 PM
Export to Excel From almost every page there is an export to Excel icon found by the top right-hand corner of the data grid. Click this icon to download th...
Thu, 9 Dec, 2021 at 4:31 PM
Beacon Finance downloads every morning to pull in the latest transactions from the Official Source. Beacon downloads data from NBS, nVision, POTs, and ...
Fri, 1 Oct, 2021 at 1:02 PM
Please find the attached Powerpoint for the August 2021 Beacon Finance Training Course
Tue, 24 Aug, 2021 at 9:40 PM