Entering the budget
Copying budget lines
Dividing a budget line
Entering budgets takes place in the Heeros accounting view under Specifications - Budgets. Read more about how budget figures are utilized in reporting here.
Entering the budget
Creating a new budget starts with the New button.
Budget - Provide a unique identifier for the budget.
Budget Name - Provide a descriptive name for the budget.
Start Date and End Date - Define the validity period of the budget.
Confirm the provided information with the Save button.
After this, you can start entering the actual budget lines. Select the budget (checkbox) and click the Edit budget lines button:
Budget lines are entered in a similar way as accounting transactions. A voucher date is given for the budget line, which determines the period for that line. Additionally, the accounting account and amount are provided. The amount should be entered as a negative number if credit entries are recorded for that account. If necessary, budget lines can be entered, for example, by cost units. Move from one field to another using enter until the line is saved.
Copying budget lines
Budget lines can be copied by selecting the specific budget line and clicking the Copy button.
The program will ask for the number of new lines, allowing, for example, a budget line entered for January to be copied to the remaining months of the year.
The program creates copies according to the specified amount, with the voucher date always being one month after the previous one.
Copied budget lines can still be edited.
Dividing a budget line
Budget lines can be divided by selecting the specific budget line (checkbox) and clicking the Split button. This allows, for example, the total budgeted amount for the year to be divided among the desired months.
Select the months to which the selected budget line should be divided:
The program performs an equal distribution of the original amount to the selected months.
Budget lines can still be edited after the division.