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B. Executive Support Manager
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C. Executive Knowledge Manager
Executive Knowledge Manager Menu
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D. Reporting
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E. Capital Budgeting/Projects
Capital Budgeting/Projects Menu
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Capital Asset Utilities
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Project Budget
Project Budgeting Utilities
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Capital Request Forms
F. Budget Manager
Budget Manager Main Menu
General Ledger Budget
Budget Activity
Budget Reason Activity
GL Budget Utilities
GL Budget/Forecast Overview
GL Budget Accounting Periods
Distribution and Assignments
Allocation
Inflation
Trial Balance
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GL Account Mapping
Budget Audit
Budget Control & Forecast
Budget Driver
Trend Analysis
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Salary Budget
Salary Budget Review
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G. Activity Costing
Activity Costing Menu
Patient Activity Costing Utilities
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Office 2019 Colorful
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I. Administration
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J. WSI Support
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K. Information
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B. How To
A. Budget Control
How to load new Budget amounts or update existing amounts using Budget Control Module
How to manage the Formulas in Budget Control Module
B. Budget Manager
How to Set Up Inflation
Tracking Change in Salary Module
How to Configure Inflation
How to add a new Account in the GL
How to adjust a Salary Account in the GL Entry Module
How to budget in the GL Module
How to budget in the Salary Module
How to Create a new Distribution Code and Set Up Default Assignment
How to create a test Budget Version
How to create and configure a new Benefit Code
How to create and configure a new earning code
How to disable the Multiple Deployment system
How to enable or disable the use of the Reason Type System
How to Freeze a Budget Version
How to implement Multi-Year Budget Entry
How to resolve problems listed in the Budget Audit
How to set up and use Allocation Codes
How to use the add/remove earning/benefit utility
Methodologies for creating vacant salary records, the benefits and drawbacks of each
New Year Rollover Process Summary
How to Add Missing Benefits to Salary Record
How to Copy Budget Prepare Version to New Version
New Year Instructions - 1.7.X
Distribution in the Information Management Platform – Budget Manager Modules
How to Copy a GL Budget from Previous Budget
How Vacation Earnings are Calculated - Full Time
How Vacation Earnings are Calculated - Part Time
New Year Roll Over Process - Replaced
C. Executive Support Manager
ESM - Cube Management - Build Cubes Summary
ESM - Cube Management - Changing Column Range
ESM - Cube Management - Cube Publishing
ESM - Cube Management - Build Cubes
ESM - Cube Management - Variables
ESM - Automated Import and Build Process
D. General
How to Create and Configure a New Worksheet Item
Methodologies for Creating Vacant Salary Records
Formula Editors
How to create a new Report
How to resolve problems in the Process Scheduler
How to use the Crosstab Module summary
Overview of Database Tables
Useful Process Queues in Process Scheduler
What to do when your reporting data appears to be missing
Salary Budget Utilities - Transferring Calculations
E. Capital Budgeting/Projects
List of Controls for Audit Team
Monthly Workflow Process MH
C. General Help
A. User Guide
Helpdesk - Ticket System Instructions
Information Management Platform
User Login
Grid Layout - Move, Show, or Hide Columns and Bands
Changing Column/Band Captions – Control Properties
Grid Layout - Multiple Custom Views
Application Roles - Page Security
Application Roles - Row Level Security
Grid Layout - Customizing
Column Formats Numeric Formats
B. Trouble Shooting Guide
Missing Reporting Tree Codes when using Elements to Build Tree
Process Scheduler - Error
C. Client Release Notes
Release Notes 2.0.1.0
Release Notes 2.0.0.1
Release Notes 2.0.0.0
Release Notes 1.9.0.2
Release Notes 1.9.0.0
Release Notes 1.8.0.4
Release Notes 1.8.0.3
Release Notes 1.8.0.2
Release Notes 1.8.0.1
Release Notes 1.8.0.0
Release Notes 1.7.0.8
Release Notes 1.7.0.4
Release Notes 1.7.0.3
Release Notes 1.7.0.2
Release Notes 1.7.0.1
Release Notes 1.7.0.0
Release Notes 1.6.0.6
Release Notes 1.6.0.5
Release Notes 1.6.0.4
Release Notes 1.6.0.2
Release Notes 1.6.0.1
Release Notes 1.6.0.0
Release Notes 1.5.0.6
Release Notes 1.5.0.5
Release Notes 1.5.0.4
Release Notes 1.5.0.3
Release Notes 1.5.0.2
Release Notes 1.5.0.1
Release Notes 1.5.0.0
Release Notes 1.4.0.2
D. Web App Release Notes
Release Notes 1.9.0.2
Release Notes 1.9.0.0
E. Videos
Videos - Cross Tab
Videos - Data Grid Basics
Videos - ESM0
Videos - ESM1
Videos - ESM2
Videos - ESM3
Videos - Process Instructions
Videos - Technical Support
D. Data Dictionary
A. Code Tables
Account Service Area
Account Stack Groups
Account Stack Prefixes
Account Types
Admit Ambulance Types
Admit Category Types
Age Categories
Allocation Types
Ambulatory Care Types
Amortization Schedule
Amortization Types
Anaesthetic Categories
Asset Activity Types
Asset Class Types
Asset Types
Atypical Types
Broader Public Sector Types
Budget Version
CACS Types
Care Types
Cost Centres
Cost Component Codes
Cost Source Type
Days Code Types
Diagnosis Code
Diagnosis Group
Distribution Types
Earning Benefit Accumulator Groups
Earning Benefit Types
Earning or Benefit Type
Earning/Benefit Profile Master
Element Details
Employee
Employee Classification
Employee Organization
Employee Status Codes
Employee Type Groups
Employee Types
Entity Types
Entry Types
Equation Type
Fiscal Years
Functional Centre Groups
Functional Centres
Gender Types
GL & Pay Period Distributions
GL Account Mix Type
Group Roles
Insurance Providers
HIG Types
Intervention Location
Inventory Numbers
Inventory Package Types
Job Cost
Journal Types
Locations
Main Intervention Type
Marital Status Types
Methodology Types
Nurse Areas
OCDM Secondary Accounts
OCDM Series
PAC Process
PAC Rule Category Class
Patient Service Types
Patient Services
Pattern Code Types
Period of Activity (POA)
Period Types
Physicians Code Table
Position Codes
Preset Groups
Priority Types
Procedure Charge Category
Procedure Types
Procurement Status Types
Product
Product Group
Production Types
Profile Assignment
Profile Master
Profile Percent
Project Request Category
Project Status Types
Reason Types
Reclass Target Accounts
Report Categories
Residence Code Types
Rotation Codes
Rule Category Class
Salary Budget Version
Salary Class Grid Cross Reference
Salary Grid Types
Salary Pay Levels
Salary Step Plan Types
Salary Vacation Plan Types
Scope Types
Score Card Groups
Secondary Accounts
Sequence Groups
Service Accumulators
Shift Type Codes
Skills Codes
Source Code Types
Source Types
Statistic Level Types
Statistic Types
Statistic Types
Statistics Canada Types
Status Types
System Parameters (User Set)
Trial Balance Version
Vacation PT like FT Exceptions
Value Types (Hours Each FTE)
Vendor Table
Worksheet Item Types
Worksheet Items Accumulator Groups
Worksheet Items Code Table Detail
Worksheet Items Source Parameters
Worksheet Profile Master
B. Tables and Views
Report Writer - Tables and Views
User Crosstab - Tables and Views
View Source Data - Tables and Views
C. Miscellaneous
Available Data Cube Templates
User Cross Tab Formula Samples
E. System Support
B. Security
Security Overview
C. System Requirements
System Requirements
IMP.net - Client
IMP.net - SQL Server
IMP.net Application Server - Runs Windows Services and IIS
D. Technical Support
Base Server Install
Client Prerequisites
Configuration Options
Configuring - ESMJobRunner.exe.config
Configuring - ESMServer.daConnections
Configuring - ESMServer.exe.config
Data Flow Diagram
IMP.net Client Install
Network Diagram One Server
Network Diagram Two Servers
Database - Post Install (DBA)
IMP.net - Auto Update Service
IMP.net - Windows Services
E. WSI Robot
WSI Robot - 01 - Installing
WSI Robot - 02 - Setup Database Connection
WSI Robot - 03 - Setup Target Application
WSI Robot - 04 - Setup Profile
WSI Robot - 05 - Setup Profile Steps
WSI Robot - 06 - Run Robot
»
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How to Copy a GL Budget from Previous Budget
How to Copy a GL Budget from Previous Budget
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