Entering Notes for Cost Codes or Account Categories

This entry is part 12 of 15 in the series Focus Guide - BFA: Forecasts

In Forecast mode, Notes for Cost Codes or Account Categories can be entered either directly in the BFA worksheet or in the Forecast Data Entry form.

To enter a Note for a Cost Code or Account Category in the BFA Data worksheet:

  1. In the Data worksheet, navigate to the Cost Code or Account Category where you’d like to enter your Note.
  2. Move to the Note column in the Data worksheet and click the cell.
  3. Type your note.
  4. Move out of the cell. If the Tracking Notes column is visible, timestamp info will be included.

 

To enter a Note for a Cost Code or Account Category in the Forecast Data Entry Form:

  1. In the Data worksheet, navigate to the Cost Code or Account Category where you’d like to enter your Note.
  2. Double-click the row.
  3. Click in the Notes field of the Forecast Data Entry form.
  4. Type your note.
  5. Click the icon to the right of the field to enter your note in the Data worksheet. If the Tracking Notes column is visible, timestamp info will be included.

 

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