Budget Monitoring Snapshots
Set up your Snapshots and compare your budget with your actuals.
By Cherry1 author10 articles
- Customise Snapshot View and Enter AdjustmentsSort, group, and customise the snapshot grid, and enter adjustments to actuals.
- Configure Excel Column Mappings for Budget Monitoring ActualsLearn how to configure Excel column mappings so you can import actuals into Budget Monitoring Snapshots from an Excel file.
- Open and Understand Budget Monitoring SnapshotsLearn how to open a Budget Monitoring Snapshot, understand the key columns, and export the data.
- Use the Budget Comparison ToolLearn how to compare budget scenarios from the previous and current year using the Budget Comparison tool.
- Report on Budget Monitoring Snapshots (Consolidated Reports)Explore how to run a consolidated Budget Monitoring Snapshot report across multiple academies or schools.
- Manage Budget Monitoring SnapshotsDiscover how to create, edit, delete, copy, publish snapshots, and copy adjustments between snapshots.
- Import Actuals from Finance for Budget MonitoringLearn how to import actuals from Access Education Finance into Budget Monitoring Snapshots.
- Enable Budget Monitoring SnapshotsLearn how to enable Budget Monitoring Snapshots and choose whether to import actuals from Finance or Excel.
- Make Budget Adjustments from Budget Monitoring SnapshotsLearn how to adjust budget lines directly from a snapshot and see the impact on your New Budget and New Variance.
- Import Actuals from Excel for Budget MonitoringLearn how to import actuals from an Excel file into Budget Monitoring Snapshots.