It is possible to view/review an existing Budget within the Finance module.
Please Note: Account Code levels on this window are shown in green. Other levels are shown as indented text.
It is possible to adjust the budgeted amount assigned to an Account within a Budget.
The Budget modification is now complete.
You may return to this window at any time and modify the Budget values or alternatively a Budget adjustment transaction may be made using the Financial Transaction screen.
Please Note: New Accounts must first be defined in the Accounts table (see: Finance Accounts for more information)
The new Account has now been successfully added.
If an Order has had one or more Order Lines already invoiced, then it will not be possible to adjust the committed amount within the Order itself. The user will need to manually adjust the committed amount recorded against the Account code used in the Order Line. Similarly, if the invoiced amount is incorrect then it cannot be adjusted once the Invoice is set to INVOICED.
Please Note: It is possible to adjust these amounts using other methods within the system:
The adjustment has been completed.
The Account Code in the Budget will then be modified accordingly. In the following example, Account Code 10010 (Adult Fiction) has had the Current Actual amount altered from 52.42 to 8.41.
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