Budgets

Period budgets can be set for each account in the General Ledger Inquiry window. Budgets may be set by calculating from the first period budget or importing figures from Excel. Figures may also be imported from the previous years actual or budget figures.

To set a budget manually:

1.  Navigate to General Ledger > Budgets.

2. Select the required account (see Searching Records for how to filter the account records). Select the Year from the drop down list.

3. Click the Calculator button. Enter the First Period Budget and the Monthly Increase Amount or Percentage and click OK.

Each period for the year will be populated with the calculated budget amount.

To import budget figures:

• Click the Last Year Actuals button to import the previous years figures.

• Click the Last Year Budgets button to import the budget figures for the previous year.

• Click the From Excel button to import a CSV file with monthly budgets. The first column of the file must contain the account number, and the twelve subsequent columns must contain the monthly period budgets. Select the file and click the Run button  .