Enter budget for special events

Budgets ››
Parent Previous Next

You may enter budget figures for specific dates and / or periods. For example, if you need to budget 5000.00 for a special event, on 31 May 2016 - extra sales for a special promotion sale, you may add that.

To enter budget figures for special events:

1.On the Action ribbon, select Accounts.

2.Select the “Sales” account. On the Budget tab, click on the button to create a new record.

3.The system date will automatically be displayed. Enter or select the date (i.e. “2015/05/31”) for the special event.

4.Enter the amount for the  budget (i.e. “–5000” ) in die “Amount” column.

5.Enter the reference (e.g. “Sale” ) in the “Reference” column.

6.Enter the description (e.g. “Special promotion” ) in die “Description” column.

7.Click on the button to save the new budget for “2016/05/31”.

8.Click on the Save button.

If you do not click on the Save button, any budget figures entered, or changed, will not be saved.

Created with the Personal Edition of HelpNDoc: Write EPub books for the iPad