Budget List - Revision history

Cyle van Niekerk at 13:06, 22 January 2014

2014-01-22T13:06:15Z

Simon Clive at 06:56, 22 June 2011

2011-06-22T06:56:26Z

Simon Clive at 06:52, 22 June 2011

2011-06-22T06:52:18Z

Eliza at 04:31, 9 March 2011

2011-03-09T04:31:37Z

Eliza at 05:29, 28 February 2011

2011-02-28T05:29:42Z

Admin: Created page with " More Detail= Account List for Budget Budgets Budget Definition Budget Definition List Budget List [[Budget Profit and Loss Rep..."

2011-01-21T05:48:56Z

Created page with "<menu name=myMenu align=center> More Detail= Account List for Budget Budgets Budget Definition Budget Definition List Budget List [[Budget Profit and Loss Rep..."

New page

<menu name=myMenu align=center>
More Detail=
[[Account List for Budget]]
[[Budgets]]
[[Budget Definition]]
[[Budget Definition List]]
[[Budget List]]
[[Budget Profit and Loss Report]]
[[Budget Reports]]
[[Budget Variation]]
[[Budget vs Actual]]
[[Job Report (Budget vs Actual)]]
</menu>

== Overview ==

@@ Line 1: / Line 1: @@
-<menu name=myMenu align=center>
+<menu name="myMenu" align="center">
 More Detail=
 [[Account List for Budget]]
@@ Line 11: / Line 11: @@
 [[Budget vs Actual]]
 [[Job Report (Budget vs Actual)]]
 </menu>
 == Overview  ==
@@ Line 22: / Line 22: @@
 *[[Report Printing Options]]
 *[[Export Data]]
 '''How To: View the Budget List'''
@@ Line 31: / Line 33: @@
 *This list has '''Active''' and '''Inactive''' buttons
 *'''Budgets List''' has search functions see ( [[Searching f5 f6 f7|searching f5 f6 f7]] )
-*'''Budget List '''can be filtered and sorted (see [[filtering & sorting lists]])
+*'''Budget List '''can be filtered and sorted (see [[Filtering & sorting lists]])
 *'''Budget List''' can be exported (see [[Exporting lists]])
 *'''Budget List''' can be printed (see [[Printing reports]])

@@ Line 28: / Line 28: @@
 *The '''Budget List''' screen appears
-*All lists can be customised ( See[[Customising_Lists|Customising lists]] )
+*All lists can be customised ( See [[Customising Lists|customising lists]] )
 *This list has '''Active''' and '''Inactive''' buttons
-*'''Budgets List''' has search functions see ( [[Searching_f5_f6_f7|searching f5 f6 f7]] )
+*'''Budgets List''' has search functions see ( [[Searching f5 f6 f7|searching f5 f6 f7]] )
-*'''Budget List '''can be filtered and sorted (see [[Filtering and sorting lists]])
+*'''Budget List '''can be filtered and sorted (see [[filtering & sorting lists]])
-*'''Budget List''' can be exported (see[[Exporting lists]])
+*'''Budget List''' can be exported (see [[Exporting lists]])
 *'''Budget List''' can be printed (see [[Printing reports]])
@@ Line 41: / Line 41: @@
 example 12 entries - for twelve months
-*And the start date and end date for each period that has been created.
+*And the '''start date''' and '''end date''' for each period that has been created.
 *You can now alter or change any one of these periods by double clicking on your selection. In this example the
@@ Line 54: / Line 54: @@
 You can now change or alter the figures for that particular month (or other time period as defined in your budget definition)
-This allows you the flexibility to keep your budget up-to-date, with any known or unusual circumstances. For example you may know that in this particular month, you always have a quiet period, and therefore the sales figures will be down and so then will the expenses. You can change the figures by clicking into the field you wish to change, make your change, and then selecting the save button.
+This allows you the flexibility to keep your budget up to date with any known or unusual circumstances. For example you may know that in this particular month, you always have a quiet period, and therefore the sales figures will be down and so then will the expenses. You can change the figures by clicking into the field you wish to change, make your change, and then selecting the save button.

@@ Line 25: / Line 25: @@
 '''How To: View the Budget List'''
-*Select the [['Budget List]]' button displayed within the Budget Tab
+*Select the'''Budget List''' button displayed within the Budget Tab
-*The Budget List screen appears
+*The '''Budget List''' screen appears
-*All lists can be customised (See[[ Customising lists]])
+*All lists can be customised ( See[[Customising_Lists|Customising lists]] )
-*This list has active and inactive buttons
+*This list has '''Active''' and '''Inactive''' buttons
-*Budgets List has search functions ([[see f5, f6, f7 searching]])
+*'''Budgets List''' has search functions see ( [[Searching_f5_f6_f7|searching f5 f6 f7]] )
-*[[Budget]] list can be filtered and sorted (see [[filtering and sorting lists]])
+*'''Budget List '''can be filtered and sorted (see [[Filtering and sorting lists]])
-*Budget List can be exported (see[[ exporting lists]])
+*'''Budget List''' can be exported (see[[Exporting lists]])
-*Budget List can be printed (see [[printing reports]])
+*'''Budget List''' can be printed (see [[Printing reports]])
 *You can see the name and description of the budget

@@ Line 25: / Line 25: @@
 '''How To: View the Budget List'''
-*Select the 'Budget List' button displayed within the Budget Tab
+*Select the [['Budget List]]' button displayed within the Budget Tab
 *The Budget List screen appears
-*All lists can be customised (See Customising lists)
+*All lists can be customised (See[[ Customising lists]])
 *This list has active and inactive buttons
-*Budgets List has search functions (see f5, f6, f7 searching)
+*Budgets List has search functions ([[see f5, f6, f7 searching]])
-*Budget list can be filtered and sorted (see filtering and sorting lists)
+*[[Budget]] list can be filtered and sorted (see [[filtering and sorting lists]])
-*Budget List can be exported (see exporting lists)
+*Budget List can be exported (see[[ exporting lists]])
-*Budget List can be printed (see printing reports)
+*Budget List can be printed (see [[printing reports]])
 *You can see the name and description of the budget

← Older revision		Revision as of 05:29, 28 February 2011
Line 13:		Line 13:
	</menu>		</menu>

−	== Overview ==	+	== Overview ==
		+
		+	This button will display a list of all of the current budgets that have been created. Ways Lists in ERP can be Manipulated: <br>
		+
		+	*[[Filtering Lists]]
		+	*[[Searching f5 f6 f7]]
		+	*[[Customising Lists]]
		+	*[[Report Printing Options]]
		+	*[[Export Data]]
		+
		+	'''How To: View the Budget List'''
		+
		+	*Select the 'Budget List' button displayed within the Budget Tab
		+	*The Budget List screen appears
		+
		+	*All lists can be customised (See Customising lists)
		+	*This list has active and inactive buttons
		+	*Budgets List has search functions (see f5, f6, f7 searching)
		+	*Budget list can be filtered and sorted (see filtering and sorting lists)
		+	*Budget List can be exported (see exporting lists)
		+	*Budget List can be printed (see printing reports)
		+
		+	*You can see the name and description of the budget
		+	*The names of the two variation columns (in this example aggressive and conservative)
		+	*The budget number showing the entries created for the time periods set up in the budget definitions. In this
		+
		+	example 12 entries - for twelve months
		+
		+	*And the start date and end date for each period that has been created.
		+
		+	*You can now alter or change any one of these periods by double clicking on your selection. In this example the
		+
		+	budget period number seven has been selected. (ie the seventh month of this particular budgeting period)
		+
		+	*You will see that the figures are all increased based on the 10% increase we put in with the budget variation
		+	*You will also see displayed, the period number that you have selected and the date ranges that this period number
		+
		+	refers to.
		+
		+	You can now change or alter the figures for that particular month (or other time period as defined in your budget definition)
		+
		+	This allows you the flexibility to keep your budget up-to-date, with any known or unusual circumstances. For example you may know that in this particular month, you always have a quiet period, and therefore the sales figures will be down and so then will the expenses. You can change the figures by clicking into the field you wish to change, make your change, and then selecting the save button.