Occasionally when you create a worksheet you may need to change the start date of the Enterprise worksheets.
To Change The Date
- Click Budget.
- Then Full Budget.
- Click on Worksheets.
- Click on Custom Setup.
- The below message will be prompted and click Yes.
- On the Setup Worksheets screen, from the dropdown menu select the worksheet you wish to alter and click on it.
- Once a worksheet has been selected, change the First Month box to move the worksheet.
This will erase all data from the months that are no longer on the worksheet. This process should only be used when a worksheet has been setup with the wrong dates by accident or when you have decided to change your budgeting period.