Download WinTen² Budget Management

WinTen²
Budget Management
Table of Contents
PART I: INTRODUCTION....................................................................................................................... 1
OVERVIEW................................................................................................................................................. 2
Features List ......................................................................................................................................... 2
Budgeting Process ................................................................................................................................ 3
Program Integration ............................................................................................................................. 5
Required Programs............................................................................................................................ 5
Budget Management Main Menu.......................................................................................................... 6
PART II: TENMAST BEST PRACTICES .............................................................................................. 7
CYCLICAL ACTIONS .................................................................................................................................. 8
Monthly or Quarterly ............................................................................................................................ 8
Annually ................................................................................................................................................ 8
MANAGE RECORDS WITH BROWSE, MAINTAIN, AND SELECT SCREENS .................................................. 9
Identify Types of Screens....................................................................................................................... 9
Use Common Screen Icons ................................................................................................................. 11
Use Browse and Select Screens .......................................................................................................... 12
Browse and Select Screen Fields .................................................................................................... 12
Browse and Select Screen Navigation ............................................................................................ 13
CREATE BUDGETS ................................................................................................................................... 14
Create a New Budget .......................................................................................................................... 15
Use the Add Budget Wizard ........................................................................................................... 16
Create a Budget Revision.................................................................................................................... 18
Use the Add Budget Revision Wizard ............................................................................................ 19
MAINTAIN BUDGETS ............................................................................................................................... 22
Maintain General Budget Information................................................................................................ 24
Maintain Budget Notes........................................................................................................................ 25
Maintain Budget Information per Account ......................................................................................... 27
EDIT BUDGETS IN SPREADSHEETS .......................................................................................................... 31
Export a Budget .................................................................................................................................. 32
Use the Export Budget Wizard ....................................................................................................... 32
Import a Budget .................................................................................................................................. 33
Use the Import Budget Wizard ....................................................................................................... 34
PROCESS BUDGETS FOR APPROVAL ........................................................................................................ 36
Submit a Budget .................................................................................................................................. 37
Preliminary User Manual
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