Forecasting Settings > Budgeting If your organization uses Forecast for budget revisions, you will need to manually set up the Forecast for the new year. The usual procedure is to copy the final budget for the new year into a Forec...

Budget Allocations Settings > Budgeting > Allocations This tool automatically calculates budgets for accounts based on budget entries in other accounts. For example, FICA and other payroll tax/benefit expenses can be auto-cal...

Budget Allocation Examples Below are some example budget allocations for some of the more common computations. The account filter and target accounts will vary depending on where accounts are in your account structure. The ones with comp...

Budget Formats Settings > Budgeting > Formats Formats define a screen format for budgeting on a component or detailed basi ands control settings for whether components are required for budget entry and/or permis...

Budget Format Account Ranges Settings > Budgeting > Format Account Ranges These ranges define the component format (detail budget entry screen) assigned for each G/L account. Components are defined according to a range of G/L acc...

Budget Types Settings > Budgeting > Types In Budget Types, different kinds of overall budgets are defined.  These types are coded: B (Budget) and F (Forecast) are standard/required types. X (Custom) is...

Budget Years Settings > Budgeting > Years This is where yearly budgets are defined according to their  budget types . When you are ready to begin budgeting for a new year, you must first come here to cr...

Budget Setup for New Year Settings > Budgeting > Years The following are the steps to set up a budget for a new year. 1. Click New 2. Enter the new year  3. Select Type ...