One way to enter period-by-period budgets for an account is to enter a total annual budget and have Vision distribute it evenly across all periods in the year. Vision can perform this distribution automatically or you can perform the distribution manually.
To distribute annual budget amounts , complete the following steps:
-
Select one of the following actions:
- Select the
Automatically distribute annual budgets option on the Budgets tab.
- For each account that you want to adjust, enter the annual budget in the
Annual field, then click
Distribute Annual.
-
Click
Save.
On the Account Details grid, move the selector to the row for the first account that you want to include in the distribution and then drag the row selector to include additional records.