Beacon Finance Basics
Searching for accounts is standardized across the Finance application. There are two main ways you will search for accounts on the various pages in the appl...
Tue, 1 Aug, 2023 at 5:17 PM
How to Open and Close Accounts From pages in Beacon finance where there is a hierarchy of folders you can open or close a folder by clicking the folder ...
Mon, 31 Jul, 2023 at 5:27 PM
How to export data? On almost every screen there is the ability to export the data to excel or PDF. Export to Excel Near the top of the data grid, th...
Tue, 1 Aug, 2023 at 5:49 PM
How to Change the FY There is a view and Fiscal Year drop down found at the top right of every page. Click the FY to open a Choose FY: drop-down from th...
Tue, 1 Aug, 2023 at 6:37 PM
From Left to Right the navigation tabs available are: Accounts/Funds/Balance/Actuals/Transactions/Planning/Admin The Accounts tab navigates you to the ...
Mon, 31 Jul, 2023 at 11:57 PM