Optional Tables - Advanced Training (Excel Add-in)

Product Training
Budgeting, Reporting & BI

An advanced tutorial on setting up Optional Tables for Sage 300 for G/L Budget and Budget by Customer and Item. Includes detailed training on the Excel Add-in.

00:00 Overview
01:34 GL Account Budgets
05:42 Use Add-In to update GL Account Budgets
11:12 Use Add-in with GL Financial Reporter
14:58 Copy Infoset Budgets to GL Budget Set 1 to 5
17:07 Customer & Item Budgets
20:44 Use Add-In to update Customer & Item Budgets
24:15 Use InfoExplorer to update Customer/Item Budgets
26:25 Summary