December 3, 2014 installment of the Monthly Webinar Series. A video showing how to use the Denali Budget Tool, setting up budgets, importing or exporting budgets to Excel, and budget reports.
Questions & Answers from the Webinar
- Any time frame on improving reporting? We are constantly improving Denali, this includes reports. We just launched our Advanced Reporting feature, we also have an in house Crystal Expert, Steven, who can customize your reports further if the Advanced Reports feature isn’t enough.
- Can you set up a budget with grouped GL codes? Or multiple grouped GL codes? They can be grouped by the GL Account segment if you use multiple segments.
- When you have your budget in excel can you remove the columns that you do not plan to enter data into, such as the estimate columns. Once you remove a column will it give you an error when trying to import back into Denali? If you remove the columns there will be an error when attempting to re-import the file, it is not recommended to remove them in Excel.
- Can you have both annual values and Monthly values? Denali will only recognize one or the other, so it wouldn’t be beneficial to enter information in both.