Budget - Revision history

Simon Clive at 05:18, 22 June 2011

2011-06-22T05:18:56Z

Simon Clive at 05:12, 22 June 2011

2011-06-22T05:12:36Z

Simon Clive at 05:06, 22 June 2011

2011-06-22T05:06:35Z

Admin at 05:48, 21 January 2011

2011-01-21T05:48:14Z

Admin at 03:01, 18 January 2011

2011-01-18T03:01:22Z

Admin at 03:00, 18 January 2011

2011-01-18T03:00:07Z

Admin: /* What is a budget? */

2011-01-07T00:41:05Z

‎What is a budget?

Admin: /* Budget Tab */

2011-01-07T00:40:46Z

‎Budget Tab

Admin: /* Budgets and Budgeting */

2011-01-07T00:40:17Z

‎Budgets and Budgeting

Admin: /* Budget Tab */

2011-01-07T00:37:11Z

‎Budget Tab

@@ Line 50: / Line 50: @@
 - This button allows you to name and define a new budget including which accounts it affects, time periods, time intervals and which departments or cost centres the new budget relates to. <br>See [[Budget Definition]]
-Budget Definition List- This button allows you to view all existing budget definitions and edit these by double clicking on your selection <br>See [[Budget Definition List]]
+'''Budget Definition List'''- This button allows you to view all existing budget definitions and edit these by double clicking on your selection <br>See [[Budget Definition List]]
-Budget - Allows you to add a new budget
+'''Budget''' - Allows you to add a new budget
-Budget List - This Button provides a list of all existing budgets, the details of which can be viewed by double clicking your selection <br>See [[Budget List]] Budget Profit &amp; Loss Report - This button opens a Profit &amp; Loss report that shows the budgeted figures as they stand in a reportable format against your profit and loss <br>See [[Budget Profit & Loss]]
+'''Budget List '''- This Button provides a list of all existing budgets, the details of which can be viewed by double clicking your selection <br>See [[Budget List]] Budget Profit &amp; Loss Report - This button opens a Profit &amp; Loss report that shows the budgeted figures as they stand in a reportable format against your profit and loss <br>See [[Budget Profit & Loss]]
-Budget vs Actual- This button allows the user to view how the company is tracking against a budget for any of the budgets that currently exist. <br>See [[Budget vs Actual]]
+'''Budget vs Actual'''- This button allows the user to view how the company is tracking against a budget for any of the budgets that currently exist. <br>See [[Budget vs Actual]]
-Account List for Budget - This button will display the Chart of Accounts (list of all accounts) that have an existing budget set against them <br>See [[Account List for Budget]]
+'''Account List for Budget''' - This button will display the Chart of Accounts (list of all accounts) that have an existing budget set against them <br>See [[Account List for Budget]]
-Job Report (Budget vs Actual) - View Budget vs Actual figures by customer job allowing you to see how any particular job is tracking against its budget <br>See [[Job Report (Budget vs Actual)]]
+'''Job Report '''(Budget vs Actual) - View Budget vs Actual figures by customer job allowing you to see how any particular job is tracking against its budget <br>See [[Job Report (Budget vs Actual)]]
-Budget Variation - This button allows you to select an existing budget, and change the period, increase or decrease the expectations, by either a percentage or dollar amount allowing you to adjust budgets to account for changed circumstances <br>See [[Budget Variation]]
+'''Budget Variation''' - This button allows you to select an existing budget, and change the period, increase or decrease the expectations, by either a percentage or dollar amount allowing you to adjust budgets to account for changed circumstances <br>See [[Budget Variation]]
-Budget Reports - This button triggers the report selector with the Budgets area open. <br>See [[Budget Reports]]
+'''Budget Reports''' - This button triggers the report selector with the Budgets area open. <br>See [[Budget Reports]]

@@ Line 24: / Line 24: @@
 are intended to show how policies are to be pursued in order to achieve objectives.</ul>
-== What is a budget? ==
+== What is a budget?  ==
-'''
-A budget<br><ul>
-<li>is a financial plan.
-<li>sets out a businesses financial targets.
-<li>is a plan expressed in money.
-<li>an agreed plan of action over a given period.
-<li>an agreed plan establishing, in numerical or financial terms, the policy to be pursued and the anticipated outcomes
-of that policy.</ul>
-These features are also available by using the drop down menu through  Accounts / budgets
+A budget
-The objective of this area of the program is allow the forecasting and tracking of figures on an account by account
+*Is a financial plan.
-basis, enabling the operator to quickly and accurately identify any areas that need attention and that have fallen
+*Sets out a businesses financial targets.
-outside of the parameters, before they become a problem.
+*Is a plan expressed in money.
 The following buttons take you to the differnt areas within budgeting.

@@ Line 49: / Line 49: @@
 The following buttons take you to the differnt areas within budgeting.
-== Budget definition ==
+== Budget definition  ==
-- This button allows you to name and define a new budget including which accounts it affects,
-	time periods, time intervals and which departments or cost centres the new budget relates to.
-	<br>See [[Budget_Definition]]
-Budget Definition List- This button allows you to view all existing budget definitions and edit these by double
+- This button allows you to name and define a new budget including which accounts it affects, time periods, time intervals and which departments or cost centres the new budget relates to. <br>See [[Budget Definition]]
-	clicking on your selection
-	<br>See [[Budget_Definition_List]]
-Budget - Allows you to add a new budget
+Budget Definition List- This button allows you to view all existing budget definitions and edit these by double clicking on your selection <br>See [[Budget Definition List]]
 <br>See [[Budget]]
-Budget List - This Button provides a list of all existing budgets, the details of which can be viewed by double
+Budget - Allows you to add a new budget
-	clicking your selection
-	<br>See [[Budget_List]]
-Budget Profit & Loss Report - This button opens a Profit & Loss report that shows the budgeted figures as they
-	stand in a reportable format against your profit and loss
-	<br>See [[Budget_Profit_&_Loss]]
-Budget vs Actual- This button allows the user to view how the company is tracking against a budget for any of the
+Budget List - This Button provides a list of all existing budgets, the details of which can be viewed by double clicking your selection <br>See [[Budget List]] Budget Profit &amp; Loss Report - This button opens a Profit &amp; Loss report that shows the budgeted figures as they stand in a reportable format against your profit and loss <br>See [[Budget Profit & Loss]]
-	budgets that currently exist.
-	<br>See [[Budget_vs_Actual]]
-Account List for Budget - This button will display the Chart of Accounts (list of all accounts) that have an existing
+Budget vs Actual- This button allows the user to view how the company is tracking against a budget for any of the budgets that currently exist. <br>See [[Budget vs Actual]]
-	budget set against them
-	<br>See [[Account_List_for_Budget]]
-Job Report (Budget vs Actual) - View Budget vs Actual figures by customer job allowing you to see how any
+Account List for Budget - This button will display the Chart of Accounts (list of all accounts) that have an existing budget set against them <br>See [[Account List for Budget]]
-	particular job is tracking against its budget
-	<br>See [[Job_Report_(Budget_vs_Actual)]]
-−
-Budget Variation - This button allows you to select an existing budget, and change the period, increase or decrease
-	the expectations, by either a percentage or dollar amount allowing you to adjust budgets to account for changed
-	circumstances
-	<br>See [[Budget_Variation]]
-Budget Reports - This button triggers the report selector with the Budgets area open.
+Job Report (Budget vs Actual) - View Budget vs Actual figures by customer job allowing you to see how any particular job is tracking against its budget <br>See [[Job Report (Budget vs Actual)]]
-	<br>See [[Budget_Reports]]

@@ Line 6: / Line 6: @@
 [[Budget Definition List]]
 [[Budget List]]
-[[Budget Profit & Loss Report]]
+[[Budget Profit and Loss Report]]
 [[Budget Reports]]
 [[Budget Variation]]

@@ Line 1: / Line 1: @@
 <menu name=myMenu align=center>
-Related Items=
+More Detail=
 [[Account List for Budget]]
 [[Budgets]]

@@ Line 16: / Line 16: @@
 == Budgets and Budgeting ==
 '''<br>
-• Budget is a future plan which sets out a business’s financial targets.<br>
+<ul><li>Budget is a future plan which sets out a business’s financial targets.<br>
-• Budgeting refers to the preparation of budgets - the drawing up of financial plans and monitoring the performance of a
+<li>Budgeting refers to the preparation of budgets - the drawing up of financial plans and monitoring the performance of a
-business in attaining them
+business in attaining them</ul>
-'''== Formal definition of a budget ==
+== Formal definition of a budget ==
-'''
+<ul><li> “A budget is a quantitative statement, for a defined period of time, which may include planned revenues, expenses,
-• “A budget is a quantitative statement, for a defined period of time, which may include planned revenues, expenses,
 assets, liabilities and cash flows. A budget provides a focus for the organisation and aids the co-ordination of activities
 and facilitates control”. (CIMA)<br>
-• Budgets are prepared in advance of a defined period of time. They are based on the objectives of the business and
+<li>Budgets are prepared in advance of a defined period of time. They are based on the objectives of the business and
-are intended to show how policies are to be pursued in order to achieve objectives.<br>
+are intended to show how policies are to be pursued in order to achieve objectives.</ul>
-'''
 == What is a budget? ==
 '''