Troubleshooting Budget Workflow Issues

• Related Articles

• Budget Workflow - Initiating a Budget

  To initiate a budget for departments to start working on, follow these instructions: 1. In miViewPoint, login with admin rights. 2. On the slide out menu on the left, click on Administration | Budget Workflow. 3. Click Initialize Budgets in the upper ...

• Budget Workflow - Create a Budget Workflow

  To setup a budget workflow for a department, we need to first make sure there is a group created for that department with the appropriate account numbers assigned.  Then, we need to create the workflow itself.  Follow these instructions on how to ...

• Budget Workflow Account Changes

  You shouldn't be adding additional accounts to a workflow after they are initialized as they won't show up for the user until the next year. To do this you need to follow the steps below. 1. Go to General Ledger -> Budget Workflows -> Budget ...

• Display Issues

  Here are the steps we took to resolve your display issues: 1. Right click on your Desktop and select Display Settings 2. Set "Scale and layout" to 100%. Setting this to a percentage larger than 100% is what causes display issues in Caselle 3. Make ...

• Budget Levels

  Budget Levels allow you to organize and store budget amounts at various phases of the budget creation process. Budget Levels will assist reporting the accumulation of budget amounts in one place and will display changes that are recorded during each ...