Creating a Base Value for Planned Amounts

To create a base value for planned amounts for all currently defined accounting periods that increment each preceding accounting period by a specific percentage:

  1. Select Actions > Plan Growth Auto-Set.

    The system displays the Chart of Accounts Budget and Plan Growth form.

  2. Enter the base amount value and the desired percentage increase rate of change per accounting period.

    This process updates each accounting period for that year.

  3. To save the entries, click OK.