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Object documentationBudget Item Details Window Locate this document in the navigation structure

 

This window enables you to manually change the distribution of the budget amounts, for the selected account. You can change the total amount assigned to the account as well as the distribution of the amount within the months.

Budget Item Details Window
Account Number

The code of the selected G/L account.

Account Name

The name of the selected G/L account as defined in Chart of Accounts window.

Total (Local)

The total budget amount in local currency defined for the selected G/L account. You can change this amount if required. Once you press the TAB key, the amounts in the Total (System) field and in the table are updated accordingly.

Total (System)

The total budget amount in system currency defined for the selected G/L account. You can change this amount if required. Once you press TAB, the amounts in the System column are updated accordingly.

Month

The month of the year.

Local

The budget amount in local currency that was distributed to each month. You can change manually the amount distributed to each month. Once you press the TAB key, the amounts in the System column are updated accordingly, and the difference between the original amount distributed and the updated amount appears in the For Reconciliat.: field.

System

The budget amount in system currency that was distributed to each month. You can change this amount manually. Once you press the TAB key, the difference between the original amount in system currency and the updated one appears in the For Reconciliat.: row, under the System column.

Note Note

When changing amounts in system currency, the amounts in local currency are not updated accordingly (as opposed to a change in local currency that results in respective change in system currency as well).

End of the note.
%

The proportion out of the overall budget amount that was distributed to each month. When changing the amounts distributed among the months and pressing the TAB key, the percentage is updated accordingly.

For Reconciliation

If the total of the % column is not 100, this row displays the amount remaining to be distributed.

Remarks

Specify relevant remark for each month, if required.

Note Note

The remarks are saved per month, so make sure that you click the relevant month before entering your remarks.

End of the note.
Update Differences

If you change the monthly budget amounts and, as a result, the total budget value is not fully allocated, choose this button to specify the remaining value in the budget amount of the last month.