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Step by step guides
Step by step guides
Here you can find the answers to all of your "how do I...?" questions
27 articles in this collection
Written by
Randi Galron
and
Monica Haber
Save a budget as a file
Learn how to save your budget to a file that can be imported by other SIP users.
Written by
Monica Haber
Updated over a week ago
Schedule a yearly salary increase
Schedule a yearly salary increase on a hiring date or at the start of your budget's fiscal year
Written by
Monica Haber
Updated over a week ago
Import dimensions from MS Excel
Easily import dimensions from Excel to your budget in SIP
Written by
Randi Galron
Updated over a week ago
Import new model lines from MS Excel
Importing new model lines from Excel makes it easier for you to start creating models in Sage Intacct Planning (SIP)
Written by
Randi Galron
Updated over a week ago
Share your budget with other users
Share allows for easy collaboration on your budget
Written by
Monica Haber
Updated over a week ago
View positive or negative budget amounts in your models
Choose to display positive or negative budget amounts in your models when you create model lines with data from your budget
Written by
Randi Galron
Updated over a week ago
Add accounts to your budget
Learn how to import accounts from Excel to Sage Intacct Planning (SIP)
Written by
Randi Galron
Updated over a week ago
Getting started with forecasts
Add a forecast version and use it to reassess your budget plan as you obtain actuals data
Written by
Randi Galron
Updated over a week ago
Use the formula editor in models
Learn how you can use the formula editor when you work with models
Written by
Randi Galron
Updated over a week ago
Customize your model lines
Customize how your model lines are displayed to improve readability and workability when you work with large numbers of model lines
Written by
Randi Galron
Updated over a week ago
Add opening balances to your budget
Learn how to set your opening balances in Sage Intacct Planning (SIP)
Written by
Randi Galron
Updated over a week ago
Set currencies in SIP
Does your company budget or transact with multiple currencies?
Written by
Randi Galron
Updated over a week ago
Add a loan to my budget
Learn how to add a loan to your budget
Written by
Randi Galron
Updated over a week ago
Amortization of revenues and expenses
Learn how to amortize your costs or income
Written by
Randi Galron
Updated over a week ago
Enter a negative amount in your budget to account for credits or refunds
Revenue or expense adjustment templates let you enter positive or negative amounts in your budget
Written by
Randi Galron
Updated over a week ago
Calculate tax based on net profit
Learn how to calculate your tax payment for net profits (without net losses)
Written by
Randi Galron
Updated over a week ago
How to change chart types
Learn how to select a chart type for built-in or customized widgets
Written by
Randi Galron
Updated over a week ago
How to delete actuals
Written by
Randi Galron
Updated over a week ago
Create budget groups in an existing budget
Learn how to add new budget groups and lines
Written by
Randi Galron
Updated over a week ago
How to move multiple budget lines
Written by
Randi Galron
Updated over a week ago
How to allocate a budget line between departments
Written by
Randi Galron
Updated over a week ago
How to add contractors (professional services)
Written by
Randi Galron
Updated over a week ago
How to create an inter-company elimination entry
For companies with subsidiaries
Written by
Randi Galron
Updated over a week ago
Upload a Sage Intacct Planning (SIP) file to my account
Received a SIP file? Upload it to your account so you can use it as a template for your own budget.
Written by
Randi Galron
Updated over a week ago
How can I upload my actuals?
Learn how to upload actuals from ERP systems (Quickbooks, SAP, Priority, etc.)
Written by
Randi Galron
Updated over a week ago
Can I create a copy of my budget?
Written by
Randi Galron
Updated over a week ago
Can I change my budget date range?
Written by
Randi Galron
Updated over a week ago