Previous Topic

Next Topic

Book Contents

Book Index

To insert Budget figures

  1. Go to: Main menu > General Ledger module > General Ledger menu > Budgets.

  2. In the Date Selection window enter the budget date into the Date field.
  3. Where Use Department Budgets has been selected in Main menu > Maintenance module > Maintenance menu > System Defaults > Financial tab, enter the appropriate department code for the budget in the Dept field.
  4. Click OK.
  5. From the Budget window, click Insert, and then from the General ledger List window, double-click the account that you wish to insert into the budget.

    The general ledger account will be displayed in the Budget window.

  6. To insert figures into the budget, click Edit, and type the budget figure.
  7. Click Save.

Optional Functions:

Button

Action

Fill - Takes the amount entered in the first column and enters the same amount in every month.

Split - The amount in the first column is divided by 12, and this amount is entered for each month.

 

Report - To print the budget.

Excel - To export the budget to Excel.

Save - To save changes in the VisionVPM Budget that you have made in Excel.

The budget figures will be displayed on the Profit and Loss report.

  1. Go to: Main menu > General Ledger module > Reports menu > Financial Reports.
  2. Enter required date range.
  3. Select Profit and Loss.
  4. Click OK.

    An example displaying the Budget figures on the Profit and Report below:

See Also

Budgets

To export the Budget to Microsoft Excel