Administration / Budget Settings

Globally set budget entry settings for users / roles.

save. Only saves the budget settings. As the Timseries section is saved by clicking "Apply Time series to user/role".

copy settings which can be pasted to another user.

paste settings.

export all budget settings to Excel.

Edit Settings For select either a user or role.

Select a Dataset select the dataset.

Select a Budget Name select which budget the settings will be applied to.

Settings

Show Comments - Displays a to indicate that comments are entered.

Show Attachments - Displays a to indicate that an attachment exists.

Hide Records with a Zero Amount - Tick to hide any rows that have zeros in every column.

Highlight Selection Row - Entire row is highlighted and a border is placed around it. The selected cell will have a blue border.

Show Tooltip For Overflow Text - Displays a tooltip for text that does not fit within the cell. For example, a budget comment.

Show Item Count - Display the total row count in the Description column header.

Show hidden columns - Display columns that have been marked as hidden in control centre.

Dock Worksheets - Worksheets display under budget entry.

Time Series

Select a Year/Period - Choose which time series will be applied to the users budget.

Apply Time Series to user/role - applies the selected timeseries to any existing budget screens (for the specified user/role) to use the specified year.

Make Default Time Series - updates the default time series that is used when a new budget screen is created (i.e. when a user opens a budget for the very first time) - this does not affect existing budget screens.

When a user first opens a budget entry screen, the "default" time series is then applied. If 'Restore Default Screen' is used, the default time series is applied.