Financial Planning

[Former Member]

Hi Experts

I have being looking into the Financial Planning tool within ByDesign 1408.

I'm a little disappointed that the functionality is very limited and basic. The previous version of ByD 1402 was slightly more user friendly and easy to implement. In previous version while setting up your plan, you can nominate your cost center and GL accounts before generating the Excel Budget sheet to load your values.

Is anyone  using the financial planning tool in ByDesign in either 1405 or 1408.

Kind regards

Antonio

[HarshalVakil]

Hello Antonio,

Can you please check the below help center documents

1) Financial Planning

2) Planning Quick Guide

In the document Planning quick guide

Refer to the sections

- Create plan

- Enter plan data

This will give you the complete details on how to select the General ledger and cost center.

With this details you can generate the excel.

I hope this will help you. If this answers your concerns, Please mark this thread as answered.

Let me know if your need further details.

Regards,

Harshal