Maconomy Information Center

Create a Budget Unit

Use these steps to create a budget unit.

To create a budget unit:

  1. In the Name column, enter the name of the budget unit.
  2. In the Responsible column, specify the employee(s) responsible for submitting the budget.
  3. In the Company column, specify the related company. Budget template can use all Companies available in the Maconomy system.
  4. In the Currency column, indicate the currency of the budgeting unit. Each budgeting unit can have each one currency. Conversion will be made based on information specified in exchange rate table set in main information in the template.
    Note: On the right-side assistant, you can specify dimensions in order to better identify this particular budgeting unit. Dimensions used in Finance Budgeting are the same as used in core Maconomy.
  5. Click Save.