Views:
 
Budget – Sort by Number
List shows general ledger accounts that are associated with the P & L (Profit and Loss) based on their type.
 
 
There is an optional balance column that will show the balance of the account based on the date selection of “This Fiscal Year”.
 
Budget Manager – Views– Budget
 
 
The date range options for entering budgets are:
  • Next Fiscal Year
This is for future budget planning. Only one future “Next Fiscal Year” is available at a time.
  • This Fiscal Year
This is the current fiscal year (the year currently open). This means the date has not moved past the last day or the fiscal closing month listed in System Preferences.
  • Fiscal Ending XXX-XXXX

Historical fiscal years (which have ended). There could be multiple of these and how many depends on how many fiscal records are in each database.

This is where budgets can be entered for each P&L associated account. The user has the option of entering a different value for each month or entering a fiscal budget and allowing the system to evenly distribute the amount. When updating an existing budget, a change percent can also be used to calculate a new budget at a monthly level or at a fiscal level. Saving the values shown on the window will update the Current Column based on the New Column.
 
Budget Update $ 
Changing the value in the month 1 Budget field will give an option under the red icon to copy all months. This is an attempt to assist with entering the same values for all 12 months.
 

Budget Update %
 
Changing the value in the month 1 Budget field will give an option under the red icon to copy all months. This is an attempt to assist with entering the same values for all 12 months.
 

Fiscal Update $
 
Clicking on the blue budget link above the fiscal budget amount will provide the user with a popup selection box. This is an attempt to assist with entering the same values for all 12 months.
 

Fiscal Update %
 
Clicking on the blue change % link above the fiscal change % value will provide the user with a popup selection box. This is an attempt to assist with entering the same values for all 12 months.
 

Update Window
 
The blue Update All Accounts link will provide the user an Update window that will allow them to update all P&L accounts if desired. There are two possible ways to update all P&L Accounts: by a specified % or by copying the values from a previous year.
 

 

Update all accounts will give the user the option to update all P&L associated accounts by a certain percentage rate. Only those accounts with a current value can be increased or decreased by a percentage rate.