You will create Budget worksheets utilizing an intuitive budget wizard. Learn how to modify and transfer a completed budget worksheet that created unposted budget transactions.

By the end of the session, you will be able to

  • Use the Budget Wizard to create a New Budget Worksheet with or without comparative columns
  • Have MIP assign budget amounts based upon prior actuals or budget amounts or create a zero dollar budget
  • Modify individual budget amounts or use a variety of features to impact multiple amounts
  • Create Totals and Sub-totals, Descriptions and Memo lines
  • Use the budget icons to Copy, Attach supporting documents, print or export your worksheet to Excel

For additional training topics and coaching, please view below.

Course Level: Basic

Prerequisites: Basic knowledge of general ledger

Instructional Method: Self paced online training - recorded session

Estimated Time to Complete: 30 Minutes

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MIP Budget: Worksheet Creation

Efficiently create and edit Budget Worksheets.