Budgets
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1) | Select the Budgets menu option.
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2) | Click the New button to create a new budget.
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3) | Follow the wizard steps to create the budget based on historical amounts or other budgets.
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4) | When created, click the Edit button to update the budget.
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5) | Select a budget account, and click the Edit button to adjust budget details.
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6) | Run financial statements versus budget to obtain current comparisons.
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Actual Percent | The program will create the new budget by calculating the actual total amounts in each general ledger account for a given base year and then adding or subtracting a defined percentage amount.
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Budget Percent | The program will create the new budget by using a base year's budget amounts and then adding or subtracting a defined percentage amount.
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Blank Budget | The program will create a blank budget. with zero amounts.
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Adjust all accounts by | The program will adjust all figures by a fixed percentage amount. Select or enter that percentage amount here.
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Adjust account types by | The program will adjust figures within individual account types by the percentage amount specified for each account type. Select or enter each percentage amount in the fields provided.
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None | Do not allocate to the subaccounts. All of their values will be set to zero. The main (selected) account will be set to the value indicated.
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Equal | Allocate an equal division of the budgeted amount to each sub account. All of the subaccount amounts will become the same. The main (selected) account will be zero.
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Actual | Allocate the amounts for each subaccount based upon actual numbers from the previous year. The main (selected) account will be zero.
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Equal | Divide the amount budgeted evenly over all periods.
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Actual | Base the period amounts on actual numbers from the previous year.
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