Matrix Support

Notes for August 9, 2018


  • Budgets will be automatically created for the next year at the beginning of your calendar or fiscal year. For example, you could start budgeting for 2020 on January 1, 2019, if you wanted to. This should smooth out the budgeting process for those folks that want to continue budgeting, in the same way, each year.


  • You will be able to modify what can have a budget (Salesperson, Account, etc) in the new budgeting experience up until the first person begins budgeting for the year. At that point, budget configurations can only be changed by starting fresh. Meaning, You'll have to remove the existing budget and create a new one for it.

Login to post a comment