For each syndicate/fund you can set a budget for each account and quickly review actuals v budget graphically.
Create a budget
- Enter budgets from {Syndicates}>{Receipts} >{Other Receipts} - tab {Budgets}
or
- {Syndicates}>{Payments} >{Other Payments} - tab {Budgets}
In the Tab {Budgets}
- Select the Syndicate/Fund required from the drop down list.
- Click [Create New] to create a new entry line for your budget.
- Select the account.
- Enter amount.
- Click [Save] to save to the account budget.
- To edit click [Edit].
- To delete click [Delete]
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