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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
| 9.2.1. New Budget | ||
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 | 9.2. List Budgets |  |
The Budget utility is designed to store budgetary information, by account number, in a table format. Once stored, this information may then be accessed and viewed using the financial report engine. The financial reporting engine specifically includes options for generating reports showing budget information. To access the Budget utility, go to . The following screen will appear:
While all budget amounts entered in the generated table are stored in the database, the particular groupings of accounts and accounting periods are used only during the current session. If you want to re-generate a particular budget table, the accounts and accounting periods must be manually entered again.
When creating or maintaining budget information, you are presented with the following options:
Enter a name to identify the budget.
Enter a brief line to describe the budget.
If your system is configured to use projects, select a project number to associate with the budget.
When you have the xTuple Project Accounting package installed—and you link a project to the budget—the project number will be added as the final segment of all G/L account numbers used by the budget.
Select from the following options to determine which accounts and accounting periods you want to enter budgetary information for:
Select one or multiple accounts to include when generating a budget table.
Select to add accounts from your chart of accounts.
Highlight an account and then select this button to remove the account from the list.
Using your mouse in conjunction with the and/or keys, select one or multiple accounting periods to include when generating the budget table.
Select to include all accounting periods in the table.
Selecting this option will cause the inverse of any selected accounting periods to be selected.
Select to de-select all accounting periods.
Select to generate the budget table using the specified parameters.
Enter budget amounts in the fields provided. The table will consist of a grid, showing the specified account numbers listed down the left side—and the indicated accounting periods across the top. Simply click in a field to begin entering or editing budget information. The key may be used to move from field to field. Any budget information you save in the table will be stored in the database for future reference. You may view budget information by account and accounting period using the financial reporting engine. You may also edit budget information by regenerating a budget table.
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| 9.2. List Budgets |  | 10. Tax |