-
Do: Always enter through Vena (not saved Excel files) Use blue cells only for inputs Click Save Data to Vena frequently Use scratchpad for calculations Use line item detail for clarity Don’t: Don’t rely on saving the Excel file alone Do...
-
Use “Drill Save” View past versions of your data See how numbers have changed over time Download previous versions of your template This is useful for: Auditing changes Reviewing reforecast evolution ...
-
The Scratchpad is your working space inside the file. Use it to: Build calculations Track assumptions Store event planning details Keep supporting documentation NOTES: - Saved with your template - External file links will NOT persist B...
-
Use Line Item Detail Found under Data Input Tools Add sub-line items (e.g., individual events) Example: Instead of: “Event Revenue: $50,000” You can break into: Event A: $15,000 Event B: $10,000 Event C: $25,000 This provides cl...
-
Drill Down (summary → detail) Understand what makes up a total number Drill Transaction (to Sage data) View underlying transactions See notes/comments tied to entries This is your primary tool for investigation and transparency ...
-
Where to input Only edit blue cells How to input Type values directly OR use Excel formulas When done, click: “Save Data to Vena” Critical rule: If you don’t click “Save Data to Vena,” your updates will NOT be saved Formulas sav...
-
What you’ll see: Chart of accounts structure (Revenue, Expenses, etc.) Data aligned to your region/location Columns including: Prior year (if available) Current year actuals (from Sage) Budget Budget remaining Reforecast (if applicabl...
-
Click “Input Data” Download the Excel file Open it and: Accept the Vena add-in (first time only) Select your region (auto-filled for most users) Good to know: No software installation required Works on PC, Mac (Excel 365 required),...
-
Please note: only Regional Treasurers have access to Vena Step 1: Log in Go to: Vena.io Use your credentials from the password activation email If you didn’t receive access, contact: finance@hbanet.org Step 2: Land on the Task Pane O...
-
Vena is an Excel-based financial platform that connects directly to Sage and other systems to support: Budgeting and reforecasting Real-time financial visibility Drill-down into financial data Self-service reporting Why we use it: Red...