Budget

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Use Budget to setup budget transactions for accounts.  Budgets can be used to anticipate upcoming expenditures and income. 

 

Budgets are entered by fiscal year.  You may enter as many years of budget data as you wish. User-definable Budget Types allow you track unlimited budget plans for each fiscal year. 

 

You may budget by profit or cost center by entering a class when entering your budgets.  You may also indicate a budget owner or employee who has budgetary responsibility for a given account or accounts.

 

If the Company Setup - Use Job Budgets option is checked, you may enter budget transactions for jobs, tasks and account categories. 

 

See also Currency and Budget, Budget Inquiry screens.

 

Fields

 

Adjustment

 

Budget ID

 

Budget Method

 

Budget Type

 

Date

 

Description

 

Fiscal Year

 

Owner

 

Period

 

Status

 

Budget Detail

 

Total Amount

 

Total Quantity

 

 

Reporting

 

Annual Budget Report

 

Annual Budget Report By Class

 

Budget List By Account

 

Budget List By Account Class

 

Budget List By Class