This utility can be used to manually enter the monthly budgeted amounts by division for each G/L account for each of the 12 months in the year.
An operator must be assigned a Security Role that allows permission to the Accounting - Budgets in order to access this table.
Budgets can then be printed using Budget Summary Report by Account or Budget Summary Report by Layout.
Note: Budgets that are imported into this file from an ASCII file using the Import Budgets feature can then be modified here as required.
The prompts to view and update the Budget amounts are:
Usually budgets are setup only for Expense and Revenue
accounts.
However Asset and Liability accounts can be entered and budgets can
then be printed from an option in Balance
Sheet.
Continue with the next division or account until finished.
ACTIONS:
Additional actions provided by buttons on
the Budgets screen include:
View and Import Budget Information by Date:
Before entering an Account Number for the budget, click on
the IMPORT BY DATE button to setup and import a list
of G/L Accounts with budgeted amounts from a spreadsheet as
outlined in Import Budgets By Date.
Delete a Budget Record:
Click on the sequence number for the budget record to be deleted to
highlight it in focus and then click the DELETE
button.
Confirmation is required.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |