Budgets

Scenario:

After initial leases upload to the system, there is a possibility to plan your budget for 2020.

1. Status of your initially uploaded leases must be minimum “Signed”. Change Lease Status to “Signed” for all you Leases.
2. To create a budget in the system, click “G/L Budgets” action button in the Role Center. “G/L Budget” page will appear on the screen. Click “New”, enter Name and Description of the budget and click “OK”.
   

To create Budget entries, click “Create G/L Budget from Leases” action button in the Role Center. Enter “From Date”, “To Date” and your Budget Name and click “OK”.

4. To analyze created budget entries, click “G/L Budgets” action button in the Role Center. Select the budget and click “Edit Budget” action button in the Ribbon.
   

5. G/L Budget Summary page will appear on the screen. In “General” tab, “Show as Lines” field set to “G/L Account” option and “Show as Columns” field set to “Period” option. In “Filters” tab, enter “Date Filter” - 19-01-01..19-12-31 and in “Income/Balance G/L Account Filter” field select one from available options: Income Statement, Balance Sheet or Empty (means Income Statement + Balance Sheet ). In “Budget Matrix” part you can see all the amounts, which will be posted to GL during your selected period in total or split by each month.