The GL Account Budget Details form is used to enter budget amounts against one ledger account, for each month of the financial year selected in the Chart of Accounts Budgets File.
From Polygon Back Office, Select Accounts from the main menu, Then select Chart of Accounts Budgets. Highlight the account for which budgets are to be entered, press Change |
To enter budget accounts for each month manually:
•Click in the accounts budget column next to the month to be entered
•Enter budget amount and press TAB to move to the next month budget field
•Continue until all months are configured and press OK
To populate multiple months with the same budget amount:
•Enter the budget amount in the earliest applicable month
•Highlight the month to be 'copied', press Auto-populate
•Select from options: '- apply to zero values only' or '- apply to all'
For example, if you highlight November in the form above and choose 'Auto-populate: November onwards - apply to zero values only', then March, April, May and June will be auto-populated with $40,000
•Press OK to save the entered amounts against this account
NOTE: budgets may be partially completed, for example enter budgets for 6 months only. Budget amounts may be updated at any time using the above steps.
See Also:
Polygon Back Office > Chart of Accounts Budgets
Getting Started with Polygon Back Office