Difference between revisions of "Budget Maintenance"

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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 '''G/L -> G/L Budget Maintenance'''.  Access is controlled by the [[Security System| security system]] '''G/L -> G/L Budget Maintenance -> View''' setting.
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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 '''A/R -> Statistics Entry'''.  Access is controlled by the [[Security System| security system]] '''A/R -> Statistics Entry -> View''' setting.
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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:

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.

Menu-gl-budgetentry.png

For invoice production, select Accounting -> Statistics Entry. Access is controlled by the security system A/R -> Statistics Entry -> View setting.

Menu-ar-statistics.png