Budget Wand User Options
Configure your user preferences.
| Option | Description |
|---|---|
| Delete duplicates in interface table | When Budget Wand loads records into the interface table and finds that a matching record already exists, it will delete that duplicate record found and insert the new record. If this option is turned off then duplicates will be reported on with the load budget cell effected. Please see the Messages section for how duplicates are reported on in the Excel spreadsheet.
This option only applies to loading normal budgets. It has no effect on budget journals. |
| Create missing account combinations | Enabled/disable the ability of Budget Wand to automatically create new account code combinations in Oracle.
Please refer to the Creating New Account Combinations page for a full list of requirements to use this functionality. |
| Submit Journal Autopost | Automatically post journals when uploading budget journals. By default this is turned off. For more information regarding this option please see the AutoPost Budget Wand Journals section. |
| Submit Journal Import | Automatically import journals when uploading budget journals. By default this is turned on. |
| Budget values entered as positive numbers | If this option is enabled then Revenue, Owners Equity and Liability accounts will be loaded as positive values. If it is disabled then these amounts will be loaded as negative values.
For more information regarding signs on credit account types please see the Debits and Credits section of the Load Budget function. |
| Load incremental budget values | Enable to load the budget amount as an incremental value. Budget journals are always incremental. |
| Ignore budget values that are zero | Enable to ignore all budget values that have a zero value, as a result Budget Wand will not load any of these budgets. The load budget function will return Ignore (Zero Amount). |
| Ignore hidden rows | Enable to ignore all load budget functions that are in hidden Excel rows. This option only applies to rows, and not columns. |
| Refresh concurrent requests every N seconds | Set the amount of time between concurrent request status window refreshes. |
| Snapshot processes Load Budget functions | With this option set, the snapshot process will remove Load Budget functions and replace them with values. Disable this option to retain Load Budget functions in a snapshot. |
The Submit Journal AutoPost option is not applicable, and therefore disabled, if the Submit Journal Import option is unchecked.