Setting up Budgets
You may set up budgets for as many accounting periods as you wish at any time.
1. Enter the general ledger account you wish to add budgets for or double-click in the field to bring up the G/L account selector screen.
2. Press the [New] button. The G/L Budget Add form will be displayed.
3. Select the periods you want to set up budget records for and how you want to set up the budgets.
4. Choose [OK] to set up the budgets for the selected periods -or- Choose [Cancel] to return to the G/L Budgets form without adding any budgets.
5. If the general ledger account number selected already has a budget set up for the chosen period, you will be asked if you want to replace the existing budget.
6. Choose [Yes] to change the budget record -or- Choose [No] to continue without changing the budget record.
7. When all the budgets have been set up, the screen will return to the G/L Budgets form and will display the budgets. You can either select another general ledger account number from the scroll box -or- Choose [Close Window] to return to the main Module.