www.acceptum.co.uk - Acceptum - Example - Budgeting and Forecasts
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Select menu 'Setup | Budget Phasing' to create distribution weightings

Select menu 'Ledger | Budgets | Versions' press F3 for the Details
Click 'Budget Lines' to see Account and Analysis 1/2/3 entries

Enter the Account and Analysis 1/2/3 combination with an annual amount
then either enter monthly amounts or use a Budget Phasing

The Budget Phasing has been changed

Use the 'Budget Copy' feature to copy amount lines from one version to another
You can even copy across financial years

With the 'Adjust Budget' feature you can inflate/deflate budgeted amounts
Use 'Copy Budget' and 'Adjust Budget' to create Revised Budget versions

You can even create a Budget with the first N periods based on Actuals

Select menu 'Utilities | Export | Excel' to create an Excel spreadsheet

Modify the budget data before importing into a new version
Or create your budget in a spreadsheet from scratch

Select menu 'Utilities | Import | General' to bring in the new budget

Select menu 'Ledger | Forecast' to enter your forecasted transactions

Incorporate Forecast transactions into Financial Reports
to see their impact on the company results

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