Create a new Budget
To create your Budget:
- From the main menu, click on Budgeting > Add
Enter the Budget description.
Select the date range - once the date range has been entered the headings for the Months will be populated.
There is a blue slide button beside the date range which indicates the budget is in Draft mode. This can be turned off once the budget is ready to be used.
The budget is pre-populated with all the active nominals which are divided into sections for each Nominal Group.
Nominals can be removed if not required:
Click on the nominal to select it.
Click the More
button.
Click Remove
To add a new nominal, highlight the nominal above the place you want the new one. Click on Insert to enter a new line. Overwrite the duplicate nominal which is shown with the name of the new one. Click on the Plus sign and fill in the nominal details as usual.
To link an Enterprise to an existing nominal:
- Click on the Enterprise field beside the nominal and search for the enterprise or type it in.
- If you need to have more than one enterprise linked to a nominal, then insert a new line first beneath the required nominal and enter another enterprise on that line:
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You can link an Analysis code to a nominal in the same way as an Enterprise:
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Expand
For ease of data entry you can select a nominal group to work on separately. When you click on the Expand button the selected nominal group will be displayed as full screen with Totals for each month at the bottom.
Once you have finished with that section, click on Close to take you back to the full budget screen.
To edit your Budget
- From the main menu, click on Budgeting
- On the budget listing screen, click on the Budget number. The cursor will change to a small hand when you hover over the correct place:
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