Select the account, for which you wish to enter or edit budget figures,
and press the key on your keyboard. The search facility will close
and the account number will be displayed in the account field.
Enter the budget amounts in the Debit or the Credit columns for each of
your accounting periods. The annual figure will be updated automatically as you
enter the amounts. Should you enter an amount incorrectly, you may click on the
button to undo the entered amounts.
If you have annual figures you may enter an annual amount in
the Amount field as a debit (+ positive) or a credit (- negative) budget amount
and press the key on your keyboard. If it is a debit (+ positive)
amount the amount will automatically be divided equally between the number of
accounting periods in the Debit column. If it is a credit (- negative) amount
the amount will automatically be divided equally between the number of
accounting periods in the Credit column.
You may wish to edit or overtype the amounts for each
accounting period to reflect your seasonal trends or expected scheduled payments
Click on the button to save the changes. The Accounts search facility
screen will be displayed. You may select another Account to enter budget figures
for the following account.
Once you have entered all your budget figures, you may press the
button on your keyboard twice to close the Accounts search facility and
the Budget Accounts screens.
Opening Balance can not be entered if you have selected an
Income / Expense account from the Accounts search facility. These are for
Balance Sheet accounts (Capital, Assets and Liabilities) for which you may enter
the balance carried forward balance from the previous year.
You may at any time preview your entries for a selected account
by clicking on the button. The specific account will be viewed on the
Budget Performance Report.
If you select an account, which have sub-accounts, the
following Confirmation screen will be displayed:
Click on the button and select the correct account or an
account with sub-accounts.