Planning
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
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
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
This 3-minute video will overview the basics of the Budget Data entry screen. Who Can Add/Edit/Delete Budgets? Only users marked with the Ca...
Wed, 24 Jul, 2024 at 6:00 PM