Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

The Budget Maintenance screen is used to set up budgets for any of the accounts set up in the Chart of Accounts. Each budget is assigned a Budget Number, Description and a Start/End Date. You have the option of spreading your budgeted amount evenly throughout the designated year, spreading the amount equally throughout each period, or you may spread the amount as a percentage of a budget assigned to another account.

Table of Contents
minLevel1
maxLevel7

Detail


From the GL menu select Budgeting > Budget Maintenance
Image Removed

...

  • Enter the Year.

  • Enter the Budget Number.

  • Enter the Description for the budget.

  • Enter the Start and End Dates for the budget title.

...

  • If you know the EEC code, enter it in the box.

  • This box supports the F9 functionality so you will be able to search through and pick the fields you would like to include in the budget.

...


Click on the REALC (Revenue, Expense, Asset, Liability, and Capital) check boxes  to add a whole accounting category.
Once you have added the lines to your new budget you will have a few options on how they 
are displayed.

...