General ledger budget maintenance

General ledger budget maintenance

A budget is what you anticipate your Agency to achieve to make a profit. It is used to set estimated amounts for each month per General Ledger account. These estimates are compared to the actual performance of the Agency.

Click on Accounting | General Ledger | General Ledger Budget Maintenance

• Enter General Ledger account number and click on ADD
• You can either enter amounts individually in the periods

  OR

  You can put an amount in Budget End of Period Total which will be split equally between the 12 periods.

• Click on SAVE and Close to exit.

To Modify these amounts follow the same steps except click on Modify as opposed to Add.

Period totals can still be altered by clicking the Options button, then select the below option: