Report / Budgeting

2.0. Budgeting Report

Budgeting



> Budget Group 
This enables you to give a name to your budget. You may have as many Budget Groups as you like.
E.g. Sales 2012 Budget, Expense 2012 Budget, etc.
> Budget Registration
This enables you to give a name to your budget. You may have as many Budget Groups as you like.
E.g. Sales 2012 Budget, Expense 2012 Budget, etc.
> Budget Report
You will be able to compare your actual results with budgets set at the registration 

Creating a Budget Group



Alert
STEPS:
  1. Click REPORT activity
  2. Click BUDGETING
  3. Click BUDGET GROUP
  4. module
  5. Click NEW
    CODE enter Sales2013
    DESCRIPTION enter Sales Budget 2013
    Enter a unique code and enter a meaningful name.
  6. Click ADD
  7. Close the module

Creating a Budget Registration



Alert
STEPS:
  1. Click REPORT activity
  2. Click BUDGETING
  3. Click BUDGET REGISTRATION module
  4. Click NEW
  5. CODE select Sales2013
  6. PERIOD select January 2013
    Select 12 for a 1 year period. In another words, you can setup quarter or budget for any period.
  7. MONTH select 12
  8. JOB leave Empty
Unless you are planning a Budget for a specific Job , you leave it empty for the entire company budget
> Click ACCOUNT selection
You may begin entering or adding accounts one by one for the budget planning here.


> CATEGORY select Revenue
Alternatively, you may use Category to add entering of Chart of Accounts.


To delete a row,
Alert
STEPS:
  1. Click on the column (refer to pic red box) on the left module
  2. Press DELETE on your keyboard



Alert
STEPS:
  1. Click 1st Month
  2. Enter 50000
  3. Do you want to apply amount to the month
  4. Click YES



Alert
STEPS:
  1. Click ADD
  2. Close Module

Printing a Budget Report



Alert
STEPS:
  1. Click REPORT activity
  2. Click BUDGETING
  3. Click BUDGET REPORT module
  4. FROM select Jan 2013
  5. TO select Dec 2013
    To Type, you may compare your budgeted with actual figures by Monthly, Bi-Monthly, Quarterly, Half-Yearly or Yearly
  6. BUDGET GROUP select Sales Budget 201
  7. PE select Monthly
  8. Click REFRESH
  9. Click PRINT
  10. Close Module

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