Filling in a sheet

Enter your department’s numbers, check the totals, and submit the sheet for review.

Finance has asked your department to fill in part of the budget. You only see the sheets assigned to you, and nothing you do changes anyone else’s.

Find your sheet

• Get started lists your sheets with their due dates. Click Open sheet.
• Assigned sheets in the sidebar lists the same sheets across every budget.
• The notification you received links straight to the sheet.

If you can also see Budgets, your sheets are on its Assigned sheets tab.

The header shows the budget, the fiscal year and the due date.

Fill it in

1. Click a cell under a period and type the amount.
2. Press Enter or click away to save it. Esc cancels. Each cell saves on its own; Saving… shows while it does.
3. Section totals and the Total column update as you go.

To have a line follow a rule, click ƒx Add formula, write it with the names of other lines, for example Headcount * Avg monthly salary, and click Save. Lines driven by a formula show in teal and fill themselves in.

You can change values and line names, not the structure. Adding, deleting or splitting lines is done by finance. If a line is missing, ask the budget owner.

Submit

When the numbers are ready, click Submit for review. The budget owner is notified and the sheet locks while finance reviews it.

You see	What to do
Submitted	Nothing. Finance is reviewing.
Changes requested	Read the note at the top, make the changes and submit again.
Approved	Done. The sheet is locked.

From three days before the due date, Kompass reminds you daily until you submit.

Stuck on a number? Open Co-Pilot and ask, for example, how last year’s actuals compare for this line.