Adding a Budget

Budgets can be added to accounts from the home page of Fund Manager.

Adding a Budget

1. In the menu, click on Fund Manager.
   
   
   
    
2. In the top right-hand corner of your dashboard, click the New drop-down menu, and click Budget. 
   
   
3. In the new window, enter the reference number manually or click the to auto-populate the RefNum1 field. For a budget entry, an account number is recommended. In the optional RefNum2 field, you can add a significant data point such as fiscal year or budget start date. 
   
   
4. Click .

An Edit Budget window will appear.

Edit Budget Screen

• RefNum1 and RefNum2: Two points of reference to identify the budget.
• Purchase Type, ID Code, and Reference Type: A drop-down list populated with codes from the Codes Module. Codes are defined by the client at the beginning of a software implementation.
• Description
• Note

Link Documents

• New Network Document: creates a path to the file on the client's server.
• New Web Document: user can enter a web URL.
• New Database Document: creates an image of the document stored in the database.

Once you are finished on the Edit Budget screen, click .You will be prompted to enter the financial detail for the reference record.

Add Budget Detail

• Date: defaults to today's date, but can be adjusted.
• Account, Cost Center and Object Code: drop-down lists populated with codes from the Codes Module. Codes are defined by the client at the beginning of a software implementation.
• Budget: for a new Budget line.
• Adjustment
• Accounting Period: should be entered as the last day of the month where the budget item matches to a general edger budget entry, or is received by the client. Can be entered at a later time.
• Account 2: a free entry field where a user can enter additional details pertinent to the budget detail line.

Click to see your newly-created budget record..