Finance
Pinning a sub-budget in the Finance module
When you manually create Projects or Activities from the Portfolios module, i.e. without using the mass import of Projects and Activities : This Activity or Project will be visible in the Portfolios module A sub-budget of the same name will be ...
Why doesn't my budget appear in the Finance module?
You've created a Project or Activity in the Portfolio module, but the sub-budget of the same name doesn't appear in the Finance module? Don't panic, this is normal! When you manually create Projects or Activities from the Portfolios module, i.e. ...
Can I change the type of a Sub-budget: from Build to Run or vice versa?
For activities only, it is possible to change the sub-budget type. To do this, edit the sub-plan record from the Finance or Portfolios module and change the value of the Sub-budgetType : However, please note that you can also move Budget lines from ...
How do I allocate an invoice to several budget lines?
You can allocate lines from the same invoice to several budget lines. From the invoice entry screen: select the invoice you want to split then click on "+ Add a line" in the Invoice block at the bottom to add new budget lines. This will allow you to ...
How can I view/modify multi-year budgets for projects/activities from the Finance module ?
By default, the Finance module displays data for the Fiscal year consulted. If you insert the Schedule into your view, you can unfold the columns and view the schedule for other Fiscal years in order to modify them.
When to use multi-year orders?
In Abraxio, a multi-year order allows you to manage the Committed for future Fiscal years It is particularly useful in the case of multi-annual contracts where you order a single service in year Y that you also commit to in subsequent years. A good ...
I want to value the time spent by my collaborators on my projects : how do I do it ?
If the ADR (Average Daily Rate) of a referenced Collaborator is not entered, only his or her allocated MDR (Average Daily Rate) will appear as Consumption. There is no valuation in €. If you want to value the time spent by your teams in €, youneed to ...
I have several suppliers on the same budget line : how do I do it?
A budget line has just one supplier, but this information is not mandatory. There are two ways of managing this situation : 1 - Create one budget line per supplier (recommended) Benefits Provides much more detailed follow-up of your budget Allows you ...
I need to create a large number of budget lines: which method should I use to be efficient ?
The budget line is Abraxio's most detailed element, containing most of the information. The more detailed this line is, the more you will be able to use the environment to manage your Department and communicate. The question of the detail of these ...
When should I use a Statement, Archive or Simulation?
Statements provide a snapshot of your budget at a given moment in time. All the information copied cannot be modified. Statements can be used in financial Dashboard Finance/ Flash reports suivi. They are generally used at the beginning ("Initial ...
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