Budget Figures

Select Account

Select a GL account to load budget figures against. Budget figures can only be loaded for Standard Accounts. Open To and Post To between periods occurs automatically and in the same way as for Journals and Balances.

Budget

Select the Budget code to load against, see GL Budget Code.

Financial Year

Select the year to load budget figures for. Last year's budgets and actuals are shown for comparison and to assist in setting budget levels.

Branch

Select a Branch to load budget figures against. (Accredo Saturn Only)

Department

Select a Department to load budget figures against. (Accredo Saturn Only)

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit (F11)

Edit the budget.

Split Budget Amount (Ctrl+S)

Will prompt for the total year budget. Key this amount in and it will be divided equally across all periods.

Repeat Budget Amount (Ctrl+R)

A window will prompt for the period budget amount. Key this amount in and it will be repeated across all period budgets.

Copy Budget Amounts (Ctrl+3)

A window will prompt for you to copy from. Select the Budget to copy from and Last Years Budgets, This Years Budgets or Last Years Actuals.

Add Percent to Budgets (Ctrl+5)

A window will prompt for a percentage amount to be added to all periods.

Add Amounts to Budgets (Ctrl+4)

A window will prompt for an amount to be added to all periods.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Print Report (Ctrl+P)

Print a report of the information in the grid.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads changes other Users may have made.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Edit Budgets

To edit budgets, select an Account.

Accredo Saturn Only: Also select a Branch and Department. If Branch and Department are clear, the budgets shown are consolidated across all Branches and Departments.

Budgets are edited in Financial Years. Select the year to edit. Last year's budgets and actuals are shown for comparison and to assist in setting budget levels.

Budget Opening figures for the current and prior years are set to the actual opening figures. For future years, opening figures may be entered. Year end rollover will roll the Actual Opening Values into the Opening Budget Values for the new year. The effect of this on your budgets is determined by the Preserve Period 1 Closing or Activity section for your budget in GL Budget Code.

For Balance sheet and Closing Accounts, Budgets are stored as Budget Opening Plus Budget Activity. End of Period Update for the year will bring Last Year Actual Balance into Budget Opening for the new year.

For Opening Accounts, Budget figures are not entered. These come from its Closing Account prior period Budget.

If you enter the expected closing value in the Budget column, the system will back-calculate the Activity. Alternatively, you enter the Activity (expected movement) for the period. For Income / Expense accounts, these will have the same result, but for Asset, Liability, Capital and Closing accounts there will be a significant difference. Open To and Post To between periods and totalling occurs automatically and in the same way as for Journals and Balances.