{"id":799,"date":"2019-08-30T13:54:41","date_gmt":"2019-08-30T12:54:41","guid":{"rendered":"http:\/\/sagefinancialsknowhow.com\/?p=799"},"modified":"2020-01-20T12:07:42","modified_gmt":"2020-01-20T12:07:42","slug":"installbudgetgrid","status":"publish","type":"post","link":"https:\/\/sagefinancialsknowhow.com\/installbudgetgrid\/","title":{"rendered":"Trial Installation Guide &#038; User Guide for Budget Grid"},"content":{"rendered":"<p>There are two steps to install &amp; setup the Budget Grid.<\/p>\n<p>You must be logged on as the System Administrator to install the package<\/p>\n<h2>Step 1 &#8211; install the managed package<\/h2>\n<p>The Budget Grid uses a managed package which needs to be installed. You must have and up-to-date Sage Financials installed first.<\/p>\n<p>The installation URL is:\u00a0<a href=\"https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04t1r0000018XMP\">https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04t1r0000018XMP<\/a><\/p>\n<p>Follow the instructions in this video to install the <em>Sage Financials Feature Pack by Alpha Index<\/em><\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/c-ewrlae1no\" width=\"400\" height=\"250\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h2>Step 2 &#8211; add the Tab to Sage Financials<\/h2>\n<p>Follow the instructions in this video to add the Budget Grid Tab to the Sage Financials App.<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/dfFmolHRU9I\" width=\"400\" height=\"250\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h2>Using the Budget Grid<\/h2>\n<h3>This video gives you an overview of the Budget Grid:<\/h3>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/iaaw64LLFQM\" width=\"400\" height=\"250\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h3>This video shows how to create your first grid:<\/h3>\n<p>When you first use the Budget Grid you will be prompted to setup a 30 day trial.<br \/>\n<iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/PKbUZdFkktg\" width=\"400\" height=\"250\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h3>This video shows how to export your Budgets to Excel<\/h3>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/CEAsbUdIHJ4\" width=\"400\" height=\"250\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h3>This video shows how to import 12 months of budget into the grid from Excel<\/h3>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/DqmKr7CINNs\" width=\"400\" height=\"250\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h2>Further information<\/h2>\n<p>Please <a href=\"https:\/\/www.alpha-index.co.uk\/contact\/\">Contact Alpha Index<\/a> if you need any help with the trial, or if you want to upgrade to the full version:<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are two steps to install &amp; setup the Budget Grid. You must be logged on as the System Administrator to install the package Step 1 &#8211; install the managed package The Budget Grid uses a managed package which needs to be installed. You must have and up-to-date Sage Financials installed first. The installation URL <a href=\"https:\/\/sagefinancialsknowhow.com\/installbudgetgrid\/\" rel=\"nofollow\"><span class=\"sr-only\">Read more about Trial Installation Guide &#038; User Guide for Budget Grid<\/span>[&hellip;]<\/a><\/p>\n","protected":false},"author":1,"featured_media":769,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[4],"_links":{"self":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/799"}],"collection":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/comments?post=799"}],"version-history":[{"count":0,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/799\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media\/769"}],"wp:attachment":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media?parent=799"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/categories?post=799"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/tags?post=799"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}