Accounting Budgets
Overview
The Budget module can be used to record Accounting Budgets for a financial year. Versions can be created in to maintain the original Budget while working on an updated Budget.
The list view can be filtered by the Start Date (Default = Fin Year) and by the Budget Status.
A budget can be exported in Excel format: Menu > Email Excel.
User Settings
Note
The defaults are the values for new databases and new users. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| Accounting > Budgets - Access Allowed |
| None |
List View
Info
The List View displays a list of budgets.
Buttons Explained
| Button | Description |
|---|---|
| Reset | Resets the Data Filters to default. |
| View | Generates a List of Budgets based on the selected data filters. |
| New | Creates a new budget. |
| Menu |
|
Data Filters Explained
| Filter | Description |
|---|---|
| Set | Sets a specific time frame such as Today, This Month, This Year, Fin Year. |
| ← → | Adjusts the dates in the direction of the arrow. |
| Date | Lets you enter custom dates. |
| Status | Dropdown list to display budgets based on their statuses:
|
| Branch | If branches are used, a filter lets you select a specific Branch. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Lets you add or remove columns. |
| ID | The system-generated number allocated to each budget. |
| Status | The Status of the budget. |
| Budget No. | The system-generated budget number. |
| Starting | The date on which the budget starts. |
| Description | A description which defaults to the period if not entered. |
| Menu (...) | A submenu that lets you Edit or Delete a budget. |
Edit View
Info
Edit View lets you create a new Budget or edit an existing Budget.
Buttons Explained: Header
| Button | Description |
|---|---|
| Status Bar | Change the status of the Budget to:
|
| ∧ ∨ | Use to scroll through all the budgets. |
| Edit | Lets you edit the budget. |
| New | Opens an interface to create a new budget. |
| Save | Saves any changes. |
| Copy |
|
| Delete | Deletes the budget. |
| Menu |
|
Buttons Explained: Columns
| Button | Description |
|---|---|
| Update Dropdown List | Lets you select several rows and adjust the data as follows:
Limit the number of years selected to the number of years you have data for in QuickEasy BOS Professional. |
| Input Field | Input the data required from the Update dropdown list. The field changes based on which option was selected. |
| Round to |
|
| Update | Processes the changes specified in the Update fields. One or more rows must be selected for this function to work. |
| Delete | Deletes the selected rows. |
| Add |
|
Fields Explained
Info
Fields marked in green (✎) can be edited.
| Field | Description |
|---|---|
| Account | Name of the account. |
| Report | Whether the report appears on the Statement of Profit or Loss or the Statement of Financial Position. |
| Category | The account's category (e.g. Sales, Expenses). |
| Date Fields |
|
| Total | A total of all the months. |
| Menu (...) |
|