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Budget Categories
To add a budget category, click on the " Add " button. Enter the budget category name in both English and Afrikaans. Choose for which account type the budget category should be for. It can either be an Income/Expense account or a Capital account. If ...
Annual Budgets
How to create a new budget Click on the button to " Add Year " add a new budget. Choose the year for which the budget must be created. Enter the description in both English and Afrikaans in it. Click on the " Add" button to add the budget. How to ...
Budget per Staff Member
GENERATE A SUMMARY LIST PER STAFF MEMBER 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. Choose "Summary" at the ...
Budget Document Per Item
How to generate a budget document per item Choose the relevant budget Choose the relevant account Choose the relevant budgeter and move him/her to the right by highlighting him/her and moving him/her to the right by clicking on the double arrows to ...
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 ...