Budgets

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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.

 

hmtoggle_arrow1Auto Add Budget

 

hmtoggle_arrow1Manually Add Budget

 

Further information

Multi-Company

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