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en:eelarve [2021/12/15 15:06] evelint [Deleting financial budget] |
en:eelarve [2022/01/20 09:36] evelint [Financial Budget reporting] |
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- | {{:et:jane20211126-092546.png}} | + | {{:et:evelint20211215-151452.png}} |
Default budget type can be added in the system settings. When a new budget is created, the type is filled in from this setting, if the setting is filled. It can be overwritten. | Default budget type can be added in the system settings. When a new budget is created, the type is filled in from this setting, if the setting is filled. It can be overwritten. | ||
==== Document fields ==== | ==== Document fields ==== | ||
- | {{:et:jane20211126-090353.png}} | + | {{:et:evelint20211215-151756.png}} |
***Type** - budget type. Filled in from settings, if the default setting is filled. Type can be changed later. | ***Type** - budget type. Filled in from settings, if the default setting is filled. Type can be changed later. | ||
***Number** - budgets number according to the financial series | ***Number** - budgets number according to the financial series | ||
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- | {{:et:jane20211126-103411.png}} | + | {{:et:evelint20211215-152554.png}} |
* **After pressing Split Budgets button a window opens, where a period should be entered between which the amounts must be divided** | * **After pressing Split Budgets button a window opens, where a period should be entered between which the amounts must be divided** | ||
- | {{:et:jane20211126-100429.png}} | + | {{:et:evelint20211215-152920.png}} |
***Range** - financial series from which transaction numbers are formed. | ***Range** - financial series from which transaction numbers are formed. | ||
***Description** - text field, will be added in the description field. | ***Description** - text field, will be added in the description field. | ||
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All amounts are initially in the period of the original budget document. By right-clicking in the amount field, you can choose how the amount will be distributed from the window that opens. | All amounts are initially in the period of the original budget document. By right-clicking in the amount field, you can choose how the amount will be distributed from the window that opens. | ||
- | {{:et:jane20211126-103637.png}} | + | {{:et:evelint20211215-153143.png}} |
***Spread apart** – divides the amount in this field equally for all periods. | ***Spread apart** – divides the amount in this field equally for all periods. | ||
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Example: The amount in the sum field Spread as add on divides the amount added by each month. | Example: The amount in the sum field Spread as add on divides the amount added by each month. | ||
- | {{:et:jane20211126-122747.png}} | + | {{:et:evelint20211215-154130.png}} |
- | {{:et:jane20211126-123009.png}} | + | {{:et:evelint20211215-153903.png}} |
- | {{:et:jane20211126-123127.png}} | + | {{:et:evelint20211215-154253.png}} |
Numbers in all fields can be changed. It is also possible to change objects, projects, customer and vendor codes on all lines. | Numbers in all fields can be changed. It is also possible to change objects, projects, customer and vendor codes on all lines. | ||
- | {{:et:jane20211126-105636.png}} | + | {{:et:evelint20211215-154704.png}} |
When the desired result is reached, the Create Budget button creates a budget document for each period. | When the desired result is reached, the Create Budget button creates a budget document for each period. | ||
- | {{:et:jane20211126-105732.png}} | + | {{:et:evelint20211215-154845.png}} |
Budgets may or may not be confirmed. | Budgets may or may not be confirmed. | ||
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:!: **DELETE ALL FILTERED RECORDS** button is available for users who have modification right for "Bulk-delete on documents browser" in user rights. | :!: **DELETE ALL FILTERED RECORDS** button is available for users who have modification right for "Bulk-delete on documents browser" in user rights. | ||
- | {{:et:jane20210911-102013.png}} | + | {{:et:evelint20211215-151258.png}} |
Select the budgets you want to delete with the filters. Only the budgets in the list of filtered budgets will be deleted. | Select the budgets you want to delete with the filters. Only the budgets in the list of filtered budgets will be deleted. | ||
- | {{:et:evelint20211215-150649.png}} | + | {{:et:evelint20211215-150751.png}} |
:!: It is possible to use several filters. While working with budgets, e.g. In the explanation box, write a word that makes it easy to filter and, if necessary, delete after. | :!: It is possible to use several filters. While working with budgets, e.g. In the explanation box, write a word that makes it easy to filter and, if necessary, delete after. | ||
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The results of the reports with different options are as follows. | The results of the reports with different options are as follows. | ||
- | - Option F-- {{:et:mrtn20200617-124748.png}} Revenue is 1250 euros higher than in the budget, so the budget is 183.33% filled. | + | - Option F-- {{:et:evelint20220120-093609.png}} Revenue is 1250 euros higher than in the budget, so the budget is 183.33% filled. |
- Option F-+ {{:et:mrtn20200617-125410.png}} Revenue is 1250 euros higher than in the budget, so the budget is 54.55% of revenue. | - Option F-+ {{:et:mrtn20200617-125410.png}} Revenue is 1250 euros higher than in the budget, so the budget is 54.55% of revenue. | ||
- Option F++ {{:et:mrtn20200617-125605.png}} Budget is 1250 euros lower than the actual revenue and makes 54.44% of it. | - Option F++ {{:et:mrtn20200617-125605.png}} Budget is 1250 euros lower than the actual revenue and makes 54.44% of it. |