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Single Subject Training (Live Online)
Budgeting Basics for CenterPoint Accounting & CenterPoint Fund Accounting

This session provides you with strategies for using historical information to answer “what if” scenarios, improve management decisions, increase confidence and profits, and uncover the strengths and weaknesses of your company/fund.

Presenter: Julie Strain

Red Wing Software Sales Engineer

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Event Details:

If this is your first time joining us for one of our Single Subject Trainings please take a few minutes to view our Introduction to Online Training Video by Clicking Here

This session is presented live, online by one of our CenterPoint experts and is recorded so it can be viewed at your own pace, at any time for 30 days after the session.

Red Wing Software reserves the right to cancel any class.If such a cancellation is necessary, registrants will be notified and attempt made to reschedule or make alternate arrangements(Professional Services, Webinar, etc.).Registrants will receive a full refund of the class fee, but Red Wing Software is not responsible for other costs incurred.

Substitutions may be made anytime before the start of class.

Budgeting Basics for CenterPoint Accounting & CenterPoint Fund Accounting

Tuesday, November 19, 2019
9:30 am - 11:30 am CST
Seats Available: 3
Price: $59

After attending this session, you will be able to:

  • Understand the types of budgeting available in CenterPoint, create a new and set a default budget.
  • Enter values into an Open Entry, a Journal Entry Offset to Cash, or Account Entry Mode budget.
  • Copy values into a budget from actual data or another budget.
  • Adjust values in a budget by assigning an amount or allocating an amount to multiple periods, increasing or decreasing by a percentage and removing, changing, or reversing data.
  • Set printing or display options for a budget.
  • Print the budget from the Budget Entry screen, actual/budget comparisons from standard reports, and financial analysis.
  • Export a budget to Microsoft® Excel.

Note: This session does not cover budgeting to management details such as profit centers/departments or projects.

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