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en:eelarve [2021/12/15 15:17] evelint [Document fields] |
en:eelarve [2022/01/20 09:46] evelint [Financial Budget reporting] |
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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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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:evelint20220120-093739.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:evelint20220120-093858.png}} Budget is 1250 euros lower than the actual revenue and makes 54.44% of it. |
- | - Option F+- {{:et:mrtn20200617-125723.png}} Budget is 1250 eurose lower than the actual revenue, so the budget is 183.33% filled. | + | - Option F+- {{:et:evelint20220120-094012.png}} Budget is 1250 eurose lower than the actual revenue, so the budget is 183.33% filled. |
- | - Option D-- {{:et:mrtn20200617-130110.png}} Revenue exceeds the budget by 1250 euros or 83.33% | + | - Option D-- {{:et:evelint20220120-094135.png}} Revenue exceeds the budget by 1250 euros or 83.33% |
- | - Option D-+ {{:et:mrtn20200617-130242.png}} Revenue exceeds the budget by 1250 euros and the budget is 45.45% less than the revenue. | + | - Option D-+ {{:et:evelint20220120-094414.png}} Revenue exceeds the budget by 1250 euros and the budget is 45.45% less than the revenue. |
- | - Option D++ {{:et:mrtn20200617-130406.png}} Budget is 1250 euros and 45.45% lower than the actual revenue. | + | - Option D++ {{:et:evelint20220120-094515.png}} Budget is 1250 euros and 45.45% lower than the actual revenue. |
- | - Option D+-{{:et:mrtn20200617-130604.png}} Budget is 1250 euros less than the actual revenue and revenue exceeds the budget by 83.33% | + | - Option D+-{{:et:evelint20220120-094620.png}} Budget is 1250 euros less than the actual revenue and revenue exceeds the budget by 83.33% |