Home » Categories » Solutions by Business Process » Finance » Nominal and Cashbook

PERIOD – Budget Input for Periods - Nominal

Datafile Software

PERIOD – Budget Input for Periods - Nominal

Use this option to change the individual period budgets. Although you must give the annual budget figure for an account at the start, it is only when the period budgets add up to the annual budget that the account is updated. The sum of the period budgets so far is displayed at the bottom of the screen together with the difference from the annual budget. The previous year’s actual values are displayed on the right hand side of the screen for your information.

You must first give an account code, following which the present budget value for the year and any existing period budgets are displayed, as illustrated below. If you <Escape> from the account code you are returned to the menu.

Either accept the annual budget by keying <Enter> or change its value to the annual budget figure you now want. After that you can confirm or change each period’s budget figure. The total of period budgets shows at the bottom.

If you <Escape> from the period budgets, but they don’t add up to the annual total, then you are returned to the YEAR-TOTAL prompt. If you <Escape> from the period budgets and their values total to the annual budget you are asked:

Reply 'Yes' to update the account with the new period budgets, or 'No' to return to the YEAR-TOTAL prompt above. Selecting Cancel abandons the change.

Once the account has been updated, or if you cancel the update, you are asked whether you wish to amend the budgets for another account – respond accordingly.

Custom Fields
  • Release ID: Standard
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Transaction Listing - Cashbook
Viewed 1217 times since Wed, Jun 27, 2012
Set Application Code Formats - Nominal
Viewed 1177 times since Wed, Jun 27, 2012
Bank Reconciliation - Cashbook
Viewed 1259 times since Wed, Jun 27, 2012
Reconcile Bank Account - Cashbook
Viewed 1748 times since Wed, Jun 27, 2012
Year End Facilities - Cashbook
Viewed 1181 times since Wed, Jun 27, 2012
Customer and Supplier Default Bank Accounts
Viewed 1338 times since Fri, Nov 22, 2013
Maintain Accounts - Nominal
Viewed 1226 times since Wed, Jun 27, 2012
Journals - Nominal
Viewed 1389 times since Wed, Jun 27, 2012
Financial Summaries - Nominal - Application User Facilities
Viewed 1226 times since Thu, Jun 28, 2012
Multiple Updating - Update From Another Nominal - Nominal
Viewed 1209 times since Thu, Jun 28, 2012