Difference between revisions of "Budget Maintenance"
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The following reports can compare to, or include budget values: | The following reports can compare to, or include budget values: | ||
*[[Report: Balance Sheet|Balance Sheet]] - Compare to budgets for Asset, Liability, and Capital accounts MTD and YTD. | *[[Report: Balance Sheet|Balance Sheet]] - Compare to budgets for Asset, Liability, and Capital accounts MTD and YTD. | ||
| − | *[[Report: Income | + | *[[Report: Income and Expense|Income and Expense]] - Compare to budgets for Income & Expense accounts MTD and YTD. |
*[[Report: Sales Analysis|Sales Analysis]] - Compare production numbers to the budgeted amounts MTD and YTD. | *[[Report: Sales Analysis|Sales Analysis]] - Compare production numbers to the budgeted amounts MTD and YTD. | ||
*[[Report: Trial Balance|Trial Balance]] - Actual or budget amounts, for all [[General Ledger Profile|general ledger accounts]], for the month only. | *[[Report: Trial Balance|Trial Balance]] - Actual or budget amounts, for all [[General Ledger Profile|general ledger accounts]], for the month only. | ||
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There are two budget entry screens: | There are two budget entry screens: | ||
| − | For most [[General Ledger Profile|general ledger accounts]], select ''' | + | For most [[General Ledger Profile|general ledger accounts]], select '''Accounting -> G/L Budget Maintenance'''. Access is controlled by the [[Security System| security system]] '''G/L -> G/L Budget Maintenance -> View''' setting. |
[[File:Menu-gl-budgetentry.png]] | [[File:Menu-gl-budgetentry.png]] | ||
| − | For invoice production, select ''' | + | For invoice production, select '''Accounting -> Statistics Entry'''. Access is controlled by the [[Security System| security system]] '''A/R -> Statistics Entry -> View''' setting. |
[[File:Menu-ar-statistics.png]] | [[File:Menu-ar-statistics.png]] | ||
Latest revision as of 19:01, 6 March 2019
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Newton by Agency Systems allows you to enter budget amounts for each general ledger account for the fiscal year, then compare current year actual amounts to the budgeted amounts. This is especially useful the first year using Newton by Agency Systems, when the prior year's accounting data is not available.
The following reports can compare to, or include budget values:
- Balance Sheet - Compare to budgets for Asset, Liability, and Capital accounts MTD and YTD.
- Income and Expense - Compare to budgets for Income & Expense accounts MTD and YTD.
- Sales Analysis - Compare production numbers to the budgeted amounts MTD and YTD.
- Trial Balance - Actual or budget amounts, for all general ledger accounts, for the month only.
Access and Security Options
There are two budget entry screens:
For most general ledger accounts, select Accounting -> G/L Budget Maintenance. Access is controlled by the security system G/L -> G/L Budget Maintenance -> View setting.
For invoice production, select Accounting -> Statistics Entry. Access is controlled by the security system A/R -> Statistics Entry -> View setting.
