Notes
Slide Show
Outline
1
Multiple Budgets
  • Up to 9 different Budgets can be defined for each fiscal year (previous versions only had 2 Budgets).
2
Features
  • Up to 9 Budget IDs per company per fiscal year, with a minimum of 2 Budget IDs.
    • One Budget ID must be set as the primary budget and another must be set as the secondary budget.
      • Emulates previous versions of the application that had only two budget types.

3
New Menu Options
  • ControllerVision File Maintenance Menu
    • Option 11.  User must be authorized to User Function CV/BUDGET.
  • Power Ledger File Maintenance Menu
    • Option 11. User must be authorized to User Function GL/BUDGET.
4
ControllerVision Menu
5
Power Ledger Menu
6
Work with Multiple Budget IDs
  • Exact same process for ControllerVision and Power Ledger.
  • Upon selecting the menu option, the user sets the company and fiscal year to work with.
7
Select a Company
8
Select a Fiscal Year
9
Work with Budget IDs
10
Set Default Budget IDs
11
Prompt Budget IDs
12
Reports / Inquiry
  • Financial Statements
  • Trial Balance
  • Master File Listing
  • Account Master Inquiry (Power Ledger only)
    • Any Budget ID can be selected.
13
Financial Statement Options
14
Trial Balance Report Options
15
Master File Listing Options
16
Budgeting
  • Load from Excel
  • Load from DMAS or MAPICS GELMAS
  • Load from MAPICS IFM
  • Load from existing activity or another budget
17
Load Budgets from Excel
18
Import DMAS or MAPICS GELMAS Accounts
19
Import MAPICS IFM Accounts
20
Budgeting
21
End