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Via the Budget setup window - but you can only use this method if you have not started budgeting yet, see Edit or delete a budget workbook to learn how to do this.
Via the blue plus button
in the Main tab of a non-financial budget, such as a budget that is based on your Sales database.Via the blue plus button
in a non-financial Database drive driver tab within a financial budget.
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Adding a level to your budget has an impact on your workflow, depending on how you add it. If you add a level in the Budget setup window (method 1 above), that level sits above the workflow - the last level is the workflow level. If you add a level via method 2 or 3 above, the level sits below the workflow. |
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If you change your mind or make a mistake, to remove the new level, click the blue Delete button next to that level, then click Delete to confirm.
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You can add an entity to dimension in a specific category dimension in both financial and non-financial budgets, for example:.
Your organization has has created a non-financial budget based on its Sales database. Later in the year, your organization opened up a new sales branch (Branch 5) in Australia. You added the new branch entity to the Branch dimension in your ERP system but it does not appear by default in your Sales budget, so you need to add it in.
Your organization has received interest income from a new source in the UK. Previously you only ever received such income from one country, the USA. You need to add the UK as an entity in the Country dimension of the Other Income category.
On the Main tab, expand the rows to the applicable categorydimension, for example, the Other Income category in a financial budget.
Hover over the category dimension row, then click the blue plus button
that displays.In the window that displays, select the entity you want to add. You can select multiple entities.
Select If you are in a financial database, select the entity from which you want to clone the General Ledger accounts codes, for example the USA.
Click the Add Selected button.
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