FAQ: What is a good alternative to Itemizations if I don’t want my Contributors creating them? How can they still provide that detail?

A good alternative to Itemizations is adding Notes in the Worksheet.

• Notes can be exported in the Report Builder as well as the Digital Budget Book, similar to itemizations.
• Notes can always be edited and deleted. If internal documentation is needed, Attachments are a great tool as well.

How do I export Notes in Operational Budgeting? 

1. To export Notes, you will navigate to the Reports Tab of your Operational Budget. 
2. Open the Columns menu on the right-hand side of the Report 
3. Add in the Additional Information Column section -> Notes 

Pro Tip: If you don’t see Notes as an option in the Columns Menu, you might not have any Notes added in the Worksheet yet. Once you add a Note to an Account, it will be able to be exported in Reports. 

How do I show Notes and Itemizations in the Digital Budget Book? 

In your dynamic Financials Pages inside your Digital Budget Book, there are auto-generated Financial Schedule Tables. 

1. Navigate to a Financial Page, like a Fund Page or Department Page.
2. Locate a Financial Schedule Table, underneath each section of graphics. There is one for each panel type (Expenditures by Department, Revenue by Fund, etc) 
3. Select Configure to open the Financial Schedule Table settings. 
4. Lastly, open the Columns menu and check the box to include the Notes column. 

If you don’t see the Notes column as an option, see the pro-tip above and make sure you have Notes inside your Operational Budget, and you have saved a version of your worksheet.