How can we help you today?

Solution home Beacon Finance User Guide

Planning

How to Add/Edit Allocations
The Allocation by Category screen presents the allocated amount for a single account (CAN or summary account) for all categories of a selected category grou...
Thu, 13 Jul, 2023 at 1:16 PM
Adding and editing a Budget Entry
  To adjust a budget entry, you must have permissions enabled in your user profile. To get to the Budget Adjustments screen click the Planning tab and ...
Thu, 22 Apr, 2021 at 8:17 AM
How to Add/Edit Projections
The Finance projection tool allows users to enter in upcoming obligations into Beacon Finance prior to the transactions downloading into the system. This al...
Thu, 13 Jul, 2023 at 10:56 PM