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Jim2® Business Engine Help File

budgets tab

 

Budgets allow guidelines to be set up to anticipate how the business will operate over a contracted period of time.

 

Budgets are generated by company and this is based on which company is selected in the Budgets header.

 

company budget

 

First, create a budget via Tools > Setups > Accounting > Budgets on the ribbon, and add a budget by clicking Add, entering the name of the budget, then clicking Save.

 

setup budget1

 

If user security allows it, right click within the list grid, select Export Data and save the list information as an XLSX file. This file can then be manipulated, then re-imported. Please contact support@happen.biz if the Budget Import script is required.

 

budgets export data

 

As see from the above image, there are a number of other useful right click options, all self explanatory.

 

Auto Add Budget

On the ribbon, go to Management > Budgets and select the company and financial year to generate the budget for. Select the Budget name.

 

choose budget mc

 

Click Generate Budget at the bottom right of the form.

 

In the Generate Budget screen, select the branches (if branches are enabled) to include in the budget, or tick Select All to include all branches. Select the account range and calculation method for the budget, then click OK.

 

generate budget mc

 

Area

Explanation

Fin Year

Choose which year this budget is applying to.

Budget

Select a predefined budget type.

Branch/Sub-Branch

A budget can be set for a specific branch (if branches are enabled) or GL Department.

GL Dept

Choose from available – all or only some.

Account

Choose whether the budget is for a specific account or for an account range.

Calculations

Choose whether Jim2 to will do the calculations (AutoAdd) or to key them manually (None). When AutoAdd is selected, choose whether to increment/decrement in percentages or dollars.

Add missing months

Use this for Jim2 to autofill the months that have not been specified.

 

The resulting generated budget will include the branch breakup based on the calculation method selected.

 

budget 2019

 

Click View/Edit and manually edit the figures generated.

 

edit budget mc

 

Info

If an error has been made, to start over click Delete to clear the budget and start again.

 

Manually Add Budget

Use this option to enter figures for the budget manually, instead of having Jim2 auto-calculate them.

 

On the ribbon, go to Management > Budgets and choose the company, financial year and budget to be edited.

 

Click Generate Budget on the bottom right of the screen to set up a basic configuration for the budget.

 

choose budget mc

 

Select the budget type Manual set up previously.

 

generate budget manual screen

 

Field

Explanation

Fin. Year

Choose which year to apply this budget to.

Branches

A budget can be set for a specific branch (if branches are enabled) or GL Department.

Account

Choose whether the budget is for a specific account or for an account range.

Calculations

Select None in order to enter manual values.

OK

Jim2 will generate the budget.

 

manual budget mc

 

Click View/Edit and manually edit the figures generated.

 

edit man budg

 

Info

If an error has been made, to start over click Delete to clear the budget and start again.

 

Further information

Multicompany

Security

Set up and Use Multi-Company

Company Accounts

CardFiles, Jobs, Quotes, Purchase Orders

Inter-Company Stock Availability and Usage

Close Financial Year

Business Analysis

Balance Sheet

Profit and Loss

Budgets