Changing a company budget

Ajera displays the months of the year in the table depending on how your fiscal year was set up on the General tab of > Setup > Company > Preferences.

To change a company budget

1. From the > Setup menu, click Company > Budgets. The Budgets window appears with the budget for the current fiscal year.
2. Multi-company only. Select a company.

3. Change the accounting basis, if needed.
4. Change the reference number or identifier for the budget and the short description, if needed.
5. Change any notes about the budget.
6. The table contains a row for each revenue and expense account/department combination from your chart of accounts. To change an account number or identifier, type it or click .
7. Change amounts in the table as follows:

• Change an amount for a month by typing it or using the calculator. You may need to use the scroll bar to see all the months.
• Distribute an amount across all months of the fiscal year by entering it in the Annual cell. Either type the amount or use the calculator.
• Delete amounts for an entire row by clicking the row and clicking Delete. Click Yes to delete the row.

Note:

An amount that you enter in this table is a debit for an account with a type of Billable Cost or Expense, and a credit for an account with a type of Income or Other Income.

8. You can change the order and grouping of information in the table. For example, you may want to sort by the account number to compare amounts from the same account for each department.
9. Click Save.
10. Click Close.