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Use the Budget/Actual tab to view the movements in the budget and to view actual income and expenditure against the budgeted amounts for this cost centre code.
Note: You can load your budget from a spreadsheet. See Importing general ledger budgets

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Expand
titleOpening the Budget/Actual tab

To open the Budget/Actual tab:

  1. Select Module > General Ledger > Cost Centre Maintenance from the main menu.
    The Set Cost Centre Search Criteria window is displayed.
    Tip: You can also access General Ledger functions by clicking  .
  2. Search for the general ledger cost centre.
    The General tab of the Cost Centre Maintenance window is displayed.
  3. Click the Budget/Actual tab.
    The Budget/Actual tab of the Cost Centre Maintenance window is displayed.
  4. Either:
    • Type the G/L Year and click  .
    • Click on the up or down arrow on the G/L Year field.
    Budget and actuals for the selected general ledger year are displayed.


Cost Centre Maintenance - Budget/Actual tab key fields and buttons
Fields

Field

Description

G/L Year

Select to filter the general ledger year.
Either:

  • Type the G/L Year and click .
  • Click on the up or down arrow on the G/L Year field.

Start Year Balance

Opening balance of all accounts linked to this chart of accounts.

Grid area fields

Field

Description

Month

Budget month.

Movement

Movement within the month.

Running Balance

Running balance of the income and expenditure for the month.

Budget

Budgeted amount for the month.

Budget Approved

Approved budget for the month.

Budget Cash

Additional budget field that can be used to store cash flow movement by month for individual general ledger accounts as opposed to normal accrued postings.

L/Y Movement

Journals summarised by month for all G/L accounts allocated to this cost centre code for the prior year.

Buttons

Button

Description

Refresh the information in the grid from the database. Use this if someone else is maintaining budgets or entering journals and you want to view the updated details.