Thanks to budget definitions, incomes and expenses are estimated for the next working period, and conformity of these estimations are tracked within the period.
Budget definitions are done on the basis of divisions. Budgets defined for different divisions are combined and a general budget is drawn up.
Budget definitions are saved with Budget Cards option located under Main Records menu of General Ledger program module. Budget type is specified in Type field located in Analytic Budget Records list. It consists of the following options:
- Budget Record Types
- General Budget
Budget definitions have a hierarchical structure. Added budgets are assigned a hierarchical number automatically by the application. Thanks to this code, budgets can be tracked under a hierarchical structure.
When a budget is transferred to another budget, hierarchy code is updated accordingly. "Arrange Hierarchy Codes" option located in right mouse button menu is used to group Budget Definitions by giving hierarchy codes.
Options located in right mouse button menu and button located in analytic budget records list are used in order to make a new budget definition and perform transactions on existing definitions.
| New | It is used to save a new budget. |
| Update | It is used to change budget information. |
| Delete | It is used to delete budget definition. |
| View | It displays budget info for viewing. |
| Copy | It copies budget definition info to another card. It provides fast data entry. |
It is used to print budget information. | ||
| Record Info | It displays when and by whom the first and last record changes are made upon budget record. |
| Filter | It is used to display analytic budget records list with the required records. |
Status Info | It is used to save approval status of budget record. | |
Record Number | It is used to display the number of records saved in analytic budget records list according to budget type or in total. | |
Refresh | It is used to refresh analytic budget records list. | |
Show Group Tree | It is used to display analytic budget records group tree. | |
Arrange Hierarchy Codes | It is used to group budget definitions by giving hierarchy codes. | |
Return to Defaults | It is used to display analytic budget records list according to the defaults defined in the system. |
