Use the Manage Budgets window to modify your existing budgets.
To edit a budget
Navigate
to General Ledger > Manage > Budgets.
The Manage Budgets window opens.
In
the Fiscal Year box, enter a fiscal
year for the budget that you want to edit.
If you selected Calculate
Company Budget From Location Budgets? for this fiscal year
in the Manage GL Administration window,
the budget for this fiscal year is based on location, and you cannot
edit budget totals when you are viewing all locations.
Tip
To change the location budget information for this fiscal year, click Change Location Settings.
In the Location box, enter a specific location or all locations.
Click Retrieve Budget.
Tip
To add a new GL account to the budget, click Add Account.
To
edit budget amounts, you can enter amounts directly into the Manage
Budgets table by entering individual amounts for each account. Click
on an account’s period and enter the amount.
- or -
You can click the account you want and then click Edit.
On the Edit Budget window, Annual
Amount box, enter an annual amount for that account’s budget.
If you want to spread the budget evenly across all periods, select the Divide Evenly Across Periods? check box.
If you choose not to divide the budget across all periods, you must enter individual amounts for each period in the Edit Budget table. The period budget amounts must add up to the annual budget amount.
Click
Update.
The Edit Budget window closes and the
updated item appears in the list on the Manage Budgets
window.
Click Save.