RCDchannel Support Wiki

This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong.
=====Budget Lines=====
====Uses=====
**Budget Lines** are allotments of funding that will be used to reimburse claims within a period of time. For each Budget Line (BL), the application provides the ability to either break the budget amount out by:
  - Partner Account - dubbed **Partner Accrual**
  - Focus Area - dubbed **Strategic Investment**

====Types====
===Partner Accrual===
This type of BL has its monies tied to individual partner accounts. Adding/subtracting from these accounts may be done by file upload or by manual credit/debit.

When doing a file upload, you can subtract from an account, by including a negative number in the file template (i.e. -500). FIXME //[need confirmation]//

When making a manual edit, a useful bit of functionality is the **List All** partners feature. Additionally, if you click on the down arrow of that button, you can specify whether you wish to see **Active** partners or **All** partners.

===Strategic Investment===
The **Strategic Investment** Budget Line consists of individual accounts that are made up of shared funds. These shared funds are made available to internal **Trustees** who may use this money for reimbursement activities.

The individual accounts are Admin maintained and are intended to represent the subcategories of the overall budget. For example, you may have a "Q1 Budget" with "Print Ad", "Television", and "Radio" sub-accounts. As claims for Television commercials come through, you may wish to use the "Television" sub account to reimburse them. 

You may Add/Subtract funds by inter-budget transfers (transfers from one sub account to another) or manual credit/debit.

====Mini-FAQ====
  * **What are Strategic Investment Accounts?** 

  * **For the BL Partner Account template - what accounts are listed?**

  * **How do I transfer funds between partner accounts?**
RCDchannel Support Wiki

User Tools

Site Tools

Page Tools
