1. Budgeting
1.1. Prerequisites for Budgeting

Users MUST have full rights to the "Budgeting" in Accounting Security .   Users with “Accounting Security Supervisor” rights will automatically have access.
1.2. Introduction for Budgeting

The Budget module is strictly for a quick reference for users to use if they want to put together a simple budget to go by and reference throughout the year.  There are no reports in the module that you can use to compare actual to budget or for previous fiscal years.  The data entered into this module has no impact on the tables or with any of the other modules in the system.

1.3. Fields & Definitions for Budgeting
 
 
Fiscal Year Select the fiscal year of interest

Depress this button to enter just one line item at a time and to view the results. 

Highlight the account and depress this button to clear just one line item. 
Once all of the Totals are entered, the user depresses the "Dist All"  button.  The system will take the total and divide it by the 12 periods

Depress this button to clear All. 
Account Description Income Statement Posting Accounts
GL Number General Ledger numbers assigned to the accounts
Normal Bal

Whether the account is defined as a natural debit or credit.
Total Enter in the Total Budgeted Amount in this column. NOTE: Do not be concerned with signs.  If you type in everything positively, the system knows the natural +/- condition.
Period Each Period in Fiscal Year
Net Income Total for each period.
 
 
 
1.4. How To ..... for Budgeting
1.4.1. Add a Budget

Enter the ManEx.exe/Accounting/General Ledger/Budgeting


The following screen will appear: 




Depressing the Add Record button will bring up the following message:

Depress the OK button.

Select the appropriate Fiscal Year from the pull down

This action will cause the screen to fill with all of the Income Statement Posting Accounts:  Displayed will be the Account Description, GL Number and whether the account is defined as a natural debit or credit.
 

The user enters in the Total Budgeted Amount in the total column.  NOTE: Do not be concerned with signs.  If you type in everything positively, the system knows the natural +/- condition.

Once all of the Totals are entered, the user depresses the "Dist All"  button.  The system will take the total and divide it by the 12 periods, as displayed below: 
 

To enter just one line item at a time and to view the results, depress the Dist. Current button.

To clear just one line item, highlight it and depress the Clear Current button.

To clear All, depress the Clear All Button.

Depress the Save button to save changes or depress the Abandon Changes button to abandon changes.