Today’s meeting is a demonstration and guidance on creating and managing budget information in Acumatica. We show the different ways of loading budget such as importing from an Excel file or moving amounts from Actual ledger to Budget ledger by using Preload Articles. And, how to check account coding whether you use bottom-up or top-down budget methods. There is also a short discussion on Velixo troubleshooting such as reinstallation and correcting spill errors, and on the available webinar on Contract Management or Submitting Claims for Payments via the Grants Gateway page.
Video recording:
