Spotlight - Budgeting (GL level)

Quick Tips & Spotlights
Budgeting, Reporting & BI

Sage 300 budgeting at the GL level using Info-Explorer (with Budget Writeback) and Optional Tables (with Excel Add-in). This is the 1st of 3 budgeting scenario spotlights.

00:00 Introduction & Scenario 1 Overview
02:20 Creating a workbook with GL Financial Report Designer
04:15 Creating an Optional Tables InfoSet
05:18 Using the Optional Tables Excel Add-in
08:14 Updating the budget with Info-Explorer
15:34 Creating a new Budget Set with Info-Explorer
19:58 Saving the budget with Info-Explorer Writeback
21:05 Scenario 1 Review