Budgets allow setting up some guidelines as to how the business is anticipated to operate in a projected period of time. A budget must be created first, via Tools > Setups on the ribbon and adding the budget by selecting Add, entering the name of the budget, then selecting Save.
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 via a menu script.
As seen from the above image, there are a number of other useful right click options, all self explanatory.
Easily create budgets for a single GL account, or a range of GL accounts manually or automatically, based on:
▪last year's results (actual)
▪last year's results (selected budget)
▪this year's results (actual).
All of the above can be automatically varied by either a fixed dollar amount or by a percentage.
Additionally, the Incremental method allows creation of a budget based on a fixed dollar amount varied monthly by either a fixed dollar amount or by percentage.
There can be multiple named budgets. Examples include:
▪Optimistic
▪Realistic.
Further analysis can also be performed by any general ledger sub-account, including branch (if branches are enabled), sub-branch or GL department.
Right clicking on the results grid allows viewing of the budget, performing an account inquiry, view the general ledger for the selected account, print, or export the results to a spreadsheet, text, HTML or XML formats.
Further information