Matrix Support

Notes for November 13, 2017


  • After successfully rolling out the new budgets feature to most of our customers, we started listening to feedback and circling back on enhancements like automatically increasing budgets on a more refined scaled! You wanted to automatically increase each Outlet differently or maybe each Office differently. We heard you loud and clear and implemented this on each of the workflow entry pages. Check out the Automatically Fill Out Budget option from the workflow pages if you have yet to get started on budgets and save yourself some time.
  • Budget locking has been moved to the budget landing page and can be accessed via the menu at the end of each row. Note that you can only lock/unlock a Bottom Up budget created from the new budget experience. Top Down budgets cannot be locked and budgets created from the legacy budgeting experience can only be locked from the budget template list like always.

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