CFOfxn Overview – CFOfxn

Add Users

Go to the Name Menu
Select User Administration
Select Add User
Complete the Form
Hit Save

Add Companies

Go to the Name Menu
Select Companies Administration
Select Add Company
Complete the Form
Hit Save

Companies Admin

Create a Budget (Forecast is the Same)

Go to the Budget Tile
Select New Budget
Select How You Want to Create Your Budget
Enter the Company/Division/Year and Month Your are Budgeting
Hit Save

Edit a Budget (Forecast is the Same)

Go to the Budget Tile
Select Edit Budget
Enter the Company/Division/Year and Month Your are Budgeting
Hit the Green Unlock Button
Hit the Green Calculator Button to Enter Budget Assumptions
Hit Save