Difference between revisions of "Budget List"
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| − | <menu name=myMenu align=center> | + | <menu name="myMenu" align="center"> |
More Detail= | More Detail= | ||
[[Account List for Budget]] | [[Account List for Budget]] | ||
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[[Budget vs Actual]] | [[Budget vs Actual]] | ||
[[Job Report (Budget vs Actual)]] | [[Job Report (Budget vs Actual)]] | ||
| − | </menu> | + | </menu> |
== Overview == | == Overview == | ||
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*[[Report Printing Options]] | *[[Report Printing Options]] | ||
*[[Export Data]] | *[[Export Data]] | ||
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'''How To: View the Budget List''' | '''How To: View the Budget List''' | ||
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*The '''Budget List''' screen appears | *The '''Budget List''' screen appears | ||
| − | *All lists can be customised ( See[[ | + | *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 ( [[ | + | *'''Budgets List''' has search functions see ( [[Searching f5 f6 f7|searching f5 f6 f7]] ) |
| − | *'''Budget List '''can be filtered and sorted (see [[Filtering | + | *'''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]]) | *'''Budget List''' can be printed (see [[Printing reports]]) | ||
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example 12 entries - for twelve months | 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 | *You can now alter or change any one of these periods by double clicking on your selection. In this example the | ||
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You can now change or alter the figures for that particular month (or other time period as defined in your budget definition) | 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 | + | 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. |
Latest revision as of 00:06, 23 January 2014
Overview
This button will display a list of all of the current budgets that have been created. Ways Lists in ERP can be Manipulated:
How To: View the Budget List
- Select theBudget 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 ( searching f5 f6 f7 )
- 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)
- 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.
