Administration Reference
| Configuration & Administration of Budget Process | |
|---|---|
| Scope of section | This section will guide you through configuring the financial planning process of your company in the system. |
| Required skills | Requires knowledge of your organization financial planning needs and training in this software. Normal training need is two days of classroom training. |
| Time Required | Setting up a budget process may take as little as one day, however it may need more time than that depending on the complexity and needs of your organization. |
Step-by-Step Admin Guide
Configuring the Budget Process
Will take you step-by-step through your tasks as budget administrator. Also included here is a section on all words and concepts in pcFinancials.
Administration in Microsoft Excel
Menu Reference
Each of the menu items available to you as Administrator is explained in sections
Configuring Input Schedules
pcFinancials is supplied with a number of examples of Input Schedules. One of the basic steps in setting up the system is normally to adapt these to your own organization. How to do this is explained in detail in section
Canvas Planning Modeler
Using the Modeler you will set up
- Organizations & Books
- Chart of Accounts
- Security and Access