How do I deal with budgeting in Platinum?
From Catalyst
Revision as of 13:49, 9 April 2010 by Tim Laundon (talk | contribs) (New page: {{Incomplete}} ==Summary== You may wish to set budgets for your business. These are effectively performance limits or targets that you want, or think you will hit, for your Profit & Loss c...)
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
You may wish to set budgets for your business. These are effectively performance limits or targets that you want, or think you will hit, for your Profit & Loss centres. You can then compare the budgeted figure against the actual to obtain an indication of how you are performing, e.g. you may see that you need to hassle the sales team to make more sales or you may give yourself a pat on the back for doing so well. You can set budgets for Balance Sheet centres as well if you wish. The following article explains how this is achieved in Platinum.
In Detail
Go to "Nominal Ledger" -> "Maintenance Options" -> "Budget Maintenance" -> "Budget Maintenance"
- In the "Centre" field, enter in the centre of the nominal you wish to budget on, or press <Ctrl+F1> to search for it.
