Budgets – AutoAdd |
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On the ribbon, go to Management > Budgets and select the financial year to generate the budget for. Select the Budget name.
Then select 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 select OK.
The resulting generated budget will include the branch breakup (if branches are enabled) based on the calculation method selected.
Click View/Edit and manually edit the figures generated.
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