Settings
Configure the most important features out of your budgeting software.
By Cristina and 1 other2 authors9 articles
Year GroupsLearn how to update the year groups and what is the impact of having correct year groups.
Funding Grouping/HeadingsLearn how to add and amend Funding Grouping and Funding Headings.
Profile TemplatesLearn how to create, update, and apply profile templates to budget lines.
Other Settings Section- OverviewLearn how to use Other Settings to manage scenario settings, account coding and other important features.
Job Types
Everything you need to know about job types, so you can fully organise your budget.
Unable to Amend Job Type Code or Delete Job TypesLearn why you cannot change a Job Type Code or delete a Job Type, and what steps you need to take instead.
Code Job TypesLearn how to assign salary, NI, and pension account codes to job types and apply those codes to staff contracts.
Job TypesLearn about job types, how to create and use them and what are the benefits of using the job types feature.
Pay Adjustment Types
Learn everything about how to create and assign pay adjustment types to your contracts.
Unable to Edit or Delete a Pay Adjustment TypeFind out why you cannot edit or delete a Pay Adjustment Type and what to do if it is already assigned to staff contracts.
Create or Edit a Pay Adjustment TypeLearn how to set up new Pay Adjustment Types and edit existing ones.