Budget Forecasts

• Budget forecasting will create a forecasted Profit and loss.

  

  More Information

  • Budget type: The Budget type defines various configuration types of budgets.
  • Budget: This is the description used to identify the budget.
  • Forecast: This is the description used to identify the forecast.
  • Approved date: The date the budget forecast was approved.
  • Base forecast:
  • Latest approved forecast:
  • Consolidation:

  Tip

  To modify the columns displayed, select in the top right of the page, then untick the information you do not want to see.

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In this section you can

Submit a budget forecast

• Double click the budget forecast then press Submit.

  

Excel report

• Double click the budget forecast then press Excel report.

  

Import/ Export from excel

• Double click the budget forecast then press Import or Export.

  

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Create a new budget forecast

1. Press New.

   

2. Select the Budget type.

3. Description: This is used to identify the budget forecast.

   

4. Press Create.

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Updated February 2024