Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
other_stuff:budgets [2017/07/03 21:16] – [Budgets] rozanna | other_stuff:budgets [2022/02/11 15:46] (current) – Gary Willetts | ||
---|---|---|---|
Line 1: | Line 1: | ||
- | ===== Budgets ===== | + | {{indexmenu_n> |
- | + | ====== 26.04. | |
To show the budgets window, choose **Special > Show budgets** | To show the budgets window, choose **Special > Show budgets** | ||
Line 16: | Line 15: | ||
Firstly, you define budget periods which can be any length you choose - months, quarters, years or whatever. | Firstly, you define budget periods which can be any length you choose - months, quarters, years or whatever. | ||
- | Once budget periods are set up, you must allocate each transaction that issues stock (customer invoice, inventory adjustment - reduce stock or supplier credit) to a budget period (see the [[other_stuff: | + | Once budget periods are set up, you must allocate each transaction that issues stock (customer invoice, inventory adjustment - reduce stock or supplier credit) to a budget period (see the [[other_stuff: |
At the end of a budget period, that budget period may be locked so that no further entries may be made. | At the end of a budget period, that budget period may be locked so that no further entries may be made. | ||
Line 22: | Line 21: | ||
To use the budget feature, these are the steps to be taken: | To use the budget feature, these are the steps to be taken: | ||
- | {{ :under_development: | + | {{ :other_stuff: |
==== Viewing budget details ==== | ==== Viewing budget details ==== | ||
Line 46: | Line 45: | ||
Should you wish to edit a figure allocated to an account, double click on the appropriate line on the //Budget period list// and this brings up the //Budget edit// window; Click on the //Account description//, | Should you wish to edit a figure allocated to an account, double click on the appropriate line on the //Budget period list// and this brings up the //Budget edit// window; Click on the //Account description//, | ||
- | ==== Budget | + | ==== Budget |
To find out information like expenditure against budgeted amount for a particular budget (and a whole lot more!) then you need to open the budget first by double-clicking on it in the //Budget period list// mentioned above. This opens the //Edit Budget period// window: | To find out information like expenditure against budgeted amount for a particular budget (and a whole lot more!) then you need to open the budget first by double-clicking on it in the //Budget period list// mentioned above. This opens the //Edit Budget period// window: | ||
Line 68: | Line 67: | ||
Once the transaction has been saved with a budget period, when it is confirmed the goods on it will automatically be accounted for in your budget and will affect any budget reports you run. | Once the transaction has been saved with a budget period, when it is confirmed the goods on it will automatically be accounted for in your budget and will affect any budget reports you run. | ||
- | + | \\ | |
- | // Previous: [[other_stuff: | + | \\ |
+ | | | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||