Below is the recorded Webinar with a sample Action Type to help make your budget season smoother. For more details on creating a similar Action Type for your organization, visit Budget Set Up Action Type.
Topics Covered
01:37 - Budget Setup Action item
04:30 - Action Item Steps breakdown
8:00 - Tracking Budget Progress using the Action Item
10:50 - Possible Scenarios during Budget Season
11:05 - Approval happens at Annual Meeting
13:35 - Generating from the Calendar
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