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<< Click to Display Table of Contents >> Set Up Budget |
  
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<< Click to Display Table of Contents >> Set Up Budget |
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This section discusses the steps to perform when you want to create a budget record.
To set up a new budget record, perform the following steps:
1.Access the Budget Maintenance function from the Maintenance tab. The Search screen is automatically displayed when the function is accessed.
2.Click the New button to create a new budget record.
3.Enter your desired budget code in the Budget Code field. If the value you entered in this field already exists in AccountMate, a message will be displayed and the fields become grayed out; however, if it does not exist, the succeeding fields will be enabled.
4.In the Description field, enter a short description of the budget.
5.You may accept or amend the default value in the Year field.
6.In the Information section, follow these steps:
6.1. Click the Append row to end button to display the Budget window that shows all the GL Account IDs maintained in the company being accessed.
6.2. Mark the corresponding checkboxes of the GL Account IDs that you want to allocate a budget. Alternatively, you may click the checkbox in the header column to select all the GL Account IDs. Click OK to proceed; otherwise, click Cancel to discard selection.
6.3. Click the Toggle (^) button to show the different periods in your company's fiscal year.
6.4. Enter the appropriate budget amounts in each of the periods if necessary. To do this, double-click your mouse on the Budget Amount field; then, enter the desired value.
6.5. To delete an Account ID from the budget, highlight the account ID on the grid; then, click the Delete button on the Information section toolbar. In the dialog box that appears, click Yes to confirm deletion; otherwise, click No.
7.After reviewing your entries, click the Save button in the Budget Maintenance toolbar to save your entries; otherwise, click Cancel.
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