Budget Tips

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Budget Tips

Note

Columns in red denotes an out of balance situation, whereas the expenses exceed the income.

 

Note

Only one budget can be finalized per year. Finalized budgets are used by various reports, including Budget to Actual (Budget Comparison) reports.

 

Note

If you do not see an existing GL Account in the budget grid, simply uncheck Unhide Blank Rows, the grid will automatically refresh and list all GL Accounts.

 

Note

if you need to add a new GL account to the budget:

oSave the budget

oClose Budget application

oGo to Property Setup to setup the new GL account number

oClose Property Setup

oGo back to Budget application, select the budget being worked on

oClick Refresh button from Quick Access Toolbar to retrieve and list all GL Accounts in the budget grid.