Business Planning: Budgets and Sandboxes

  Thursday, November 19, 2020 - 1:00PM - 3:00PM ET

In this session, we will review the process for creating Budget and Sandbox ‘header’ records. We will review the process for updating a budget or sandbox using existing plans as well as creating a budget or sandbox from scratch.  We will also review creating an Annual Operating Plan for the Financial Department.


By participating in this session you will be able to:

  • Differentiate Budget and Sandbox uses

  • Create a Budget

  • Create a Sandbox

  • Leverage Existing Budgets and Sandboxes

  • Use the Copy Feature

  • Run Reports and create Dashboards

 JAMIS Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

JAMIS Contact

Tel: (800) 655-2647

  • White Facebook Icon
  • White Twitter Icon
  • White Instagram Icon

© 2021 by JAMIS Software Corporation