Write, Bureaucrats, Administrators
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Difference between revisions of "Budgets"
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BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. | BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. | ||
=== Budget === | === Budget === | ||
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Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. | Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. | ||
=== MYOB Budget === | === MYOB Budget === | ||
MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. | MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. | ||
=== MYOB Job Budget === | === MYOB Job Budget === | ||
MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. | MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. | ||
== How to Guides == | == How to Guides == | ||
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If you require the advanced strength of BudgetLink's budgeting functionality, read the [[Entering Budgets|How to enter your budgets]] guide for more information. | If you require the advanced strength of BudgetLink's budgeting functionality, read the [[Entering Budgets|How to enter your budgets]] guide for more information. | ||
=== Importing your Budgets === | === Importing your Budgets === | ||
If you have spent time devising your budget numbers externally from BudgetLink, you can import these numbers easily. Read the [[Importing Budgets|How to import your budgets]] guide for more information. | If you have spent time devising your budget numbers externally from BudgetLink, you can import these numbers easily. Read the [[Importing Budgets|How to import your budgets]] guide for more information. | ||
=== Creating additional Budgets or Forecasts === | === Creating additional Budgets or Forecasts === | ||
While most accounting packages can capture one set of budget numbers, BudgetLink has the power to have multiple budgets used for various purposes. Read the [[Creating a New Budget]] guide for more information. | While most accounting packages can capture one set of budget numbers, BudgetLink has the power to have multiple budgets used for various purposes. Read the [[Creating a New Budget]] guide for more information. | ||
=== Modifying Budget Data === | === Modifying Budget Data === | ||
Once you have Budgets within BudgetLink, you may find youself needing to modify your numbers in bulk (e.g. copy your budgets from 2013 to 2014 to use as a starting point). Through [[Version Control]] BudgetLink allows you to manipulate your numbers without needing to manually key them in. Read the [[Modifying Budget Data]] guide for more information. | Once you have Budgets within BudgetLink, you may find youself needing to modify your numbers in bulk (e.g. copy your budgets from 2013 to 2014 to use as a starting point). Through [[Version Control]] BudgetLink allows you to manipulate your numbers without needing to manually key them in. Read the [[Modifying Budget Data]] guide for more information. | ||
=== Protecting your Budgets === | === Protecting your Budgets === | ||
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Once you are happy with your Budgets, you can lock your budgets so that no one can edit them intentionally (or otherwise). Read the [[Locking Budgets|How to lock your budgets]] guide for more information. | Once you are happy with your Budgets, you can lock your budgets so that no one can edit them intentionally (or otherwise). Read the [[Locking Budgets|How to lock your budgets]] guide for more information. | ||
=== Restoring a budget from a backup == | |||
A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. For more information see [[Restoring Budgets from a Backup]]. | |||
== Notes == | == Notes == | ||