Budget List
From TrueERP wiki
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.
