Budget Report per Budgeter

Budget Report per Budgeter


BUDGET DOCUMENT


The purpose of this Budget Document is to serve as a useful tool to set up the next year’s Budget. The Budget document can be printed per Staff member, with his/her own Budget items which they are responsible for. This document’s information serves as a guideline to plan the next year’s Budget appropriately.

GENERATE A BUDGET REPORT

  • Choose the Budget year ("For budget") by clicking on the down arrow.
  • Choose the Responsible person ("For budgeter") by clicking on the down arrow.
  • Click on the  "Continue" button.
  • In the left pane, select the required account/s to be displayed (Use <Ctrl> to select more than one account).
  • Click on the double arrow button to move the selected accounts to the right pane.
  • Click on the  "preview" button to view.
  • The report will be generated as a (.pdf) document which can be viewed in Adobe Acrobat Reader.
  • You can now print this report. 

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