Through the Budgets page you are able to build budgets to maintain cash flow of the business. To do so you need to add the budget, and then you can build the actual budget.

To view previously defined budgets in the system, select the Budget Year then click . Accordingly, the system will display all the existing budgets defined for the selected budget year. If you wish to edit any, click on the budget year in the Budget Main Account Balances, then proceed with making the required changes. In edit mode, you can also change the status of the budget; either approved or un-approved.

 

You can also view the budget details of a previously generated budget. To do so, you need to inquire about the needed budget and then click. Accordingly, the system will only retrieve accounts with the assigned budget values in the Budget Details block.

 

Note: You can edit or delete un-approved budgets only. Once the budget is approved, you will not be able to delete or make any adjustments to the budget or its details. Note that only one budget can be approved and active per year. Accordingly the remaining budgets within the same year will be automatically set by the system as not approved.

 

 

Related Topics

Budgets
Add a New Budget
Add New Budget through Excel Sheet
Generate a Budget