Menu Path: Accounting > Budget > Create Budget
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- Select the Company and State via drop down list.
- Click the Submit button. Upon clicking the Submit button, the following image will be displayed.
- All budget created by your company will be on the list.
- Users may click on the last column, either to Preview, Delete or Copy.
- Upon clicking Preview, the following interface appears:
- On the Option field, tick the preferred checkbox and click on the Get Budget Details. A
- All GL code with the figures created will be on the table.
Note: - If you want to make any adjustment on the figure that you created, for example, you estimate that your accessories will be higher than usual on Jun 2013, make the adjustment on Jun 2013 column.
- Click “Perform Adjustment Now” and after you satisfied with your budget, click on “Convert to Final Budget”.
- Besides that, you can also perform your budget virement here.
- Budget Virement is an administrative transfer of funds from one part of a budget to another.
- Click on Virement button, then, perform the budget virement same as the budget adjustment.
Related WIKI Pages
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