Fields

Code

Budgets are identified by unique codes of up to 8 characters that can include both letters and numerals.

Name

Type a name for each Budget.

Preserve Period 1

This setting applies to Budgets for accounts that can have a non-zero year opening balance. These include Asset, Liability and Capital accounts, accounts with an Opening Account, and Opening or Post To accounts.

This determines where the difference goes when the Opening figures for Period 1 for the Budget change, due to either the End of Year process rolling the Actual closing figures into the Opening Budget figures for the next year, or due to posting prior year adjustments that affect the opening balances for a current (not future) year.

Closing - (Default) Period1 Budget Activity is adjusted by the change so that the Closing Budget is preserved.

Activity - Budget Activity is preserved and the change is rippled forward through the budget year.

Inactive

To make a Budget Code inactive, click or press the space bar in the Inactive field. Lines for inactive Budgets are shown dimmed on the grid. You cannot enter budget figures for inactive Budget Codes, and they will not be shown in Lookups. You cannot set the default Budget Code to Inactive.

Grid toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

To add a Budget Code, click below the last Budget Code in the grid, enter a code and name.

Delete (F3)

Delete Budget Codes. This is available if there are no records pertaining to the Budget Code. To delete a Budget Code, select the line to be deleted. You cannot delete the Default Budget Code.

Print (Ctrl+P)

Print a report of the information in the grid.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads changes other Users may have made.

Set as Default

Set the selected Budget Code as the default budget code. The Code and Name of the Default Budget Code is shown in Bold. You cannot set an Inactive Budget Code to be the Default Budget Code.