You can enter budgets in two ways:
Entering a budget individually
Watch this video to see how to enter a budget individually or follow the steps below it.
Other (per ledger account)
Navigate to the correct window
- Navigate to Ledgers / Budgets.
Select the budget type
- Select Other from the options.
Enter the budget
- Enter the total budget amount per period in the Period 01 - 24 text boxes, or where you deem fit.
- Click the Next or Previous button to cycle through the accounts.
- You can enter the total budget for your chosen financial year in the Period 01 or Period 13 text boxes, and divide it between the rest of the periods by pressing F5.
- You can also enter the budget for your period in the Period 01 or Period 13 text boxes and copy the amount to the rest of the periods by pressing F6.
- When you click Next, the budget will be saved.
Per department
Navigate to the correct window
- Navigate to Ledgers / Budgets.
Select the budget type
- Select Department from the options.
Select the appropriate department
- Select the appropriate department from the list.
Enter the budget
- Enter the total budget amount per period in the Period 01 - 24 text boxes, or where you deem fit.
- Click the Next or Previous button to cycle through the accounts.
- Click on the Select Department button to select the appropriate department per ledger account.
- You can enter the total budget for your chosen financial year in the Period 01 or Period 13 text boxes, and divide it between the rest of the periods by pressing F5.
- You can also enter the budget for your period in the Period 01 or Period 13 text boxes and copy the amount to the rest of the periods by pressing F6.
- When you click Next, the budget will be saved.
Per project
Navigate to the correct window
- Navigate to Ledgers / Budgets.
Select the budget type
- Select Project from the options.
Select the appropriate department
- Select the appropriate project from the list.
Enter the budget
- Enter the total budget amount per period in the Period 01 - 24 text boxes, or where you deem fit.
- Click the Next or Previous button to cycle through the accounts.
- Click on the Select Project button to select the appropriate project per ledger account.
- You can enter the total budget for your chosen financial year in the Period 01 or Period 13 text boxes, and divide it between the rest of the periods by pressing F5.
- You can also enter the budget for your period in the Period 01 or Period 13 text boxes and copy the amount to the rest of the periods by pressing F6.
- When you click Next, the budget will be saved.
Importing the budget
Watch this video to see how to import a budget or follow the steps below it.
Create the CSV file
- Complete the spreadsheet with the relevant item information.
- Save the file as a spreadsheet in order to reference it later if needed.
- Remove all headings, instructions and other tabs.
- Save the file as a CSV file.
- Close the file.
The order of the columns are as follows:
- Ledger account number
- Budget type - blank for Other, D for Department and P for Project.
- Project or department code, if required.
- Monthly budget value for 12 months
Navigate to the correct window
- Navigate to Import Utilities / Accounts / Import Budget.
Make the required period selection
- Select the appropriate period option.
Upload the CSV file
- Click the Open File button.
- Select the appropriate file and click the Open file button.
Import the budget
- Click the Accept button.