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Log In Using Accpac User Security and Business Rules

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Log In Using Accpac User Security and Business Rules - PowerPoint PPT Presentation


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Log In Using Accpac User Security and Business Rules. XL Budget has full security. Budget Filters. Filter budget accounts by segment in the GL. Create Separate Departmental Budgets.

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Presentation Transcript
budget filters
Budget Filters
  • Filter budget accounts by segment in the GL
create separate departmental budgets
Create Separate Departmental Budgets
  • XL Budget creates a separate Excel worksheet for each segment in the GL e.g. cost centre, department, region etc.
budget figures edited in excel
Budget Figures Edited in Excel™
  • Departmental managers can enter their own budget in an Excel worksheet
consolidate budgets
Consolidate Budgets
  • Departmental budgets are sent to the consolidated Excel worksheet
send the consolidated budget to accpac
Send the Consolidated Budget to Accpac
  • Choose the budget set and year to upload the budget data directly into the Accpac General Ledger
double check budget upload
Double check Budget Upload
  • Check that the upload is going into the correct year and fiscal set before proceeding
more information
More Information:
  • Visit www.visionetix.com
  • Email srider@visionetix.com
  • Ph: +612 9238 0987
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