Budget

Accounts

• Add An Account

Adjustments and Journal Entries

• Create an Adjustment/Journal Entry
• Delete a Journal Entry

Budget Preparation

• Create a New Budget Prep
• Edit A Budget Preparation
• Print a Budget Preparation
• Move Proposed Budget to Actual Budget

Detail Records

• Edit Detail Records

Pay Bills (Accounts Payable)

• Reprint an AP Check

Purchase Orders

• Create a Purchase Order

Reconcile

• Reconcile Bank Accounts
• Common Bank Reconciliation Issues

Reports

• Common Balance Sheet Issues and Solutions

Report Formats

• Create a Report Format
• Edit a Report Format
• Understand Report Format Fields and Line Controls

Vendors

• Add A Vendor

Options

• Add or Change A Signature on Budget Checks
• Update Budget Check Alignment
• Review Budget Check Alignment

E-File 1099s

• E-File 1099s: E-Filing Overview
• E-File 1099s: Register with the IRS and State of Idaho
• E-File 1099s: Prepare 1099 Type/Options and Form Alignment
• E-File 1099s: Create Your IRS FIRE Account
• E-File 1099s: Print and E-File Forms
• E-File 1099s: Locate Your Transmitter Control Code (TCC)

FAQ

• Add a User Account
• Download Updates From Our Secure Server
• Update Budget Manager
• Backup Your Budget Data (Postgres Version)
• What does the Out of Range Error mean?
• Reset A User Password

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