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Set / Edit a Budget's Approvers and Approval Notifications

Module How Tos Finance Module How Tos (Specialized Suite)

You can only edit approvers and approval notifications for an active budget. To set or edit a bu...

Updated 4 months ago by Mitzi Orkus

Resubmit a Budget Item for Approval after Edits are Made

Module How Tos Finance Module How Tos (Specialized Suite)

A Budget Item must be unlocked for edits to be made. How To: Unlock a Submitted Budget Item for ...

Updated 4 months ago by Mitzi Orkus

Edit a Budget Item After Submission for Approval

Module How Tos Finance Module How Tos (Specialized Suite)

Go to the Active/Closed/Archived Budget Table and click the title of the budget you wish to edit,...

Updated 4 months ago by Mitzi Orkus

Edit a Budget Alert

Module How Tos Finance Module How Tos (Specialized Suite)

Budget alerts only exist for active budgets. To edit an existing budget alert, locate the budget ...

Updated 4 months ago by Mitzi Orkus

Edit a Budget

Module How Tos Finance Module How Tos (Specialized Suite)

Only active budgets can be edited. To edit a budget, go to the Active Tab of the Budgets Page in ...

Updated 4 months ago by Mitzi Orkus

Archive a Budget

Module How Tos Finance Module How Tos (Specialized Suite)

Both an active budget and a closed budget can be archived. To archive a budget, locate the budget...

Updated 4 months ago by Mitzi Orkus

Approve / Reject a Budget Item

Module How Tos Finance Module How Tos (Specialized Suite)

To approve or reject a budget item, go to the Active Tab of the Budgets Page in the Finance Modul...

Updated 4 months ago by Mitzi Orkus

Add a New Budget

Module How Tos Finance Module How Tos (Specialized Suite)

To create a new budget within the Finance Module, go to any tab on the Budgets Page and select th...

Updated 4 months ago by Mitzi Orkus

Add a Budget Item

Module How Tos Finance Module How Tos (Specialized Suite)

To add a budget item to a specific budget, go to the Active Tab of the Budgets Page in the Financ...

Updated 4 months ago by Mitzi Orkus

Add Tags to a Dispatch

Module How Tos Dispatch Module How Tos (Specialized Su...

To add tags to a dispatch, go to the Dispatch Module Home Page and click the title or dispatch nu...

Updated 4 months ago by Mitzi Orkus

Add Distribution Lists to a Dispatch

Module How Tos Dispatch Module How Tos (Specialized Su...

Distribution Lists are the individuals designated to receive a PDF copy of the dispatch orders, s...

Updated 4 months ago by Mitzi Orkus

Add a Waypoint to an Itinerary

Module How Tos Dispatch Module How Tos (Specialized Su...

To add a waypoint to a dispatch itinerary, open the specific dispatch whose itinerary you wish to...

Updated 4 months ago by Mitzi Orkus

Place Databases into Groups

Module How Tos Database Module How Tos (Advanced Suite)

In order for databases to be placed into groups, groups have to be created first. How To: Add a ...

Updated 4 months ago by Mitzi Orkus

Delete a Database

Module How Tos Database Module How Tos (Advanced Suite)

To delete a database, go to the Home Page in the Database Module. Click the three dot (…) icon...

Updated 4 months ago by Mitzi Orkus

Add a New Module Level (Database Module)

Module How Tos Database Module How Tos (Advanced Suite)

To add a new module level in the Database Module, go to the Settings Page and select the “New Mod...

Updated 4 months ago by Mitzi Orkus

Add a Database Group

Module How Tos Database Module How Tos (Advanced Suite)

To add a database group, go to the Groups Page of the Database Module. Select the “New Group” ...

Updated 4 months ago by Mitzi Orkus

Unpin a Widget or Speed Dial from the Dashboard

Module How Tos Dashboard Module How Tos (Essentials Su...

To unpin a widget from the dashboard, go to Dashboard Module and select the specific Dashboard yo...

Updated 4 months ago by Mitzi Orkus

Mitzi's Playground

aaaaSandbox Test Book

Hi Robert. How was your King Cake. Figuring it OutThis is a fun thing.

Updated 4 months ago by Mitzi Orkus

Edit a Dashboard

Module How Tos Dashboard Module How Tos (Essentials Su...

To edit a dashboard, go to the Dashboard Module and select the specific Dashboard you wish to edi...

Updated 4 months ago by Mitzi Orkus

Create a New Dashboard

Module How Tos Dashboard Module How Tos (Essentials Su...

To create a new dashboard, click the “+” icon located to the right of any existing dashboard tabs...

Updated 4 months ago by Mitzi Orkus