View -Accounting - Budget
When you select a budget from the Budget list, you will be taken to the main window for that budget. In here you can edit your budget numbers, view budget profit/loss statements and cash flow information and you can make changes to the budget settings. If you want to open another budget you need to exit the budget you are currently in and open the other one from the list window. You can find the list window by going to View - Accounting - Budget.
Budget data
Budget data is where you enter you budget numbers.
Double-click on the budget line or click
on Edit to add or import budget
numbers. In the editing window you can add several lines to a budget.
You can have 2 lines for sales in the Sales budget, for example. If you
have chosen N/C in the settings you will be asked to enter which N/C you
would like to use before you enter any numbers. Read more about editing
the budget here.
Clicking on Import
in the main budget window will initiate the wizard for the import of budget
data. Read more about this
here.
Print:
The budget can be printed out in landscape format. With the help of the
arrows beside the print icon, you can get a preview of the budget. You
can also export the budget to Excel
Profit/Loss and Liquidity
Under Profit/Loss and
Liquidity you
have the possibility to define your reports in the same way as in Financials.
To edit a budget report, click on Report settings or Column settings.
The column setup contains pre-defined setups that cannot be edited. However,
you can always create your own ones. Read more about report setup here
and column setup
her.
Filter Settings: Clicking on this button will
open a window where you can create a filter for project and/or department.
Selection
Off/On: When
you have created a filter, clicking this button will switch it on and
off.
Graphs - Profit/Loss and Graphs - Liquidity
The Budget module has its own graphical displays for the budgets. Here, you can get a quick overview of the budget and compare it to actual numbers. You can also view forecasts for the rest of the year, based on the budgets you have created or forecasts based on your results thus far - and then for the rest of the year.
Settings
Every
budget has its own settings. You can get to these by clicking on the
Edit button on the budget list window
or by clicking on Settings when
you are in a specific budget. The settings are also a part of the wizard
that guides you through the creation process for new budgets.
Read more about: