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Generate a budget quantity list report
The Budget Quantity List report generates a detailed breakdown of quantities linked to a specific budget account. It can be viewed as a PDF and printed directly from the system. Reports > Reports: Finances > Budget: Quantity List How do I generate ...
Budget Categories
Budget categories are used to group budget items under Income/Expenditure or Capital accounts. Finance > General Ledger > Budget by Category How do I create a budget category? Click Create new category. Enter the name and the linked general ledger ...
How to view My Budget
The My Budget screen shows all budgets for which the logged-in user has been appointed as budget head. Finance > Budget: My Budget How do I view my budget? Under Budget Head the logged-in user's name appears. Select the year to display the budget for ...
Annual Budgets — Creating a new budget
Overview This article explains how to create a new annual budget in d6. A new budget must be created for each financial year before budget items can be added or managed. Navigation path My School > Finance > Annual Budgets Purpose of this feature ...
My Tasks — overview of the Task List
The Task List is the first page you see when you log in. Tasks are linked to your user profile — you only see tasks for which you are responsible. My Home > My Budget: My Tasks (Task List) What tasks appear on my Task List? Tasks cover various ...