Division Maintenance - Budget/Actual tab

Use the Budget/Actual tab to view the movements in the budget and to view actual income and expenditure against the budgeted amounts summarised for this division.

Note: Budgets and actual data is recorded against individual general ledger account codes. You can load your budget from a spreadsheet. See Importing general ledger budgets.

To open the Budget/Actual tab:

Select Module > General Ledger > Division Maintenance from the main menu.
The Set Division Search Criteria window is displayed.

Tip: You can also access General Ledger functions by clicking .
Search for the division. See Searching for general ledger divisions.
The General tab of the Division Maintenance window is displayed.
Click the Budget/Actual tab.
The Budget/Actual tab of the Division Maintenance window is displayed.
Either:
- Type the G/L Year and click .
- Click on the up or down arrow on the G/L Year field.
  The window is redisplayed with data for the selected G/L Year.

Field	Description
G/L Year	Select to filter the general ledger year. Either: Type the G/L Year and click . Click on the up or down arrow on the G/L Year field.

Field

Description

G/L Year

Select to filter the general ledger year.

Either:

Type the G/L Year and click .
Click on the up or down arrow on the G/L Year field.

Field	Description
Month	Budget month.
Movement	Movement within the month.
Running Balance	Running balance of the income and expenditure for the month.
Budget	Budgeted amount for the month.
Budget Approved	Approved budget for the month.
Budget Cash	Additional budget field that can be used to store cash flow movement by month for individual general ledger accounts as opposed to normal accrued postings.
LY Movement	Journals summarised by month for all general ledger accounts allocated to this COA code.

Field

Description

Month

Budget month.

Movement

Movement within the month.

Running Balance

Running balance of the income and expenditure for the month.

Budget

Budgeted amount for the month.

Budget Approved

Approved budget for the month.

Budget Cash

Additional budget field that can be used to store cash flow movement by month for individual general ledger accounts as opposed to normal accrued postings.

LY Movement

Journals summarised by month for all general ledger accounts allocated to this COA code.

Button	Description
	Refresh the information in the grid from the database. Use this if: you change the G/L Year and need to refresh the data someone else is maintaining budgets.

Button

Description

Refresh the information in the grid from the database.

Use this if:

you change the G/L Year and need to refresh the data
someone else is maintaining budgets.