Adding a budget account

You can use the Budget Account table to set up the budget accounts. One or more budget accounts must be defined before you set up a budget.

  1. Select Manage > Corporate Data > Budget Account.
  2. Specify this information:
    Name
    The name of the budget account.
    Description
    The description of the budget account.
    G/L Code
    The code of the G/L, if required.
    Status
    The status of the budget account. The status can be Active or Inactive.
  3. Click Add.
  4. Click the Available Expense Type tab.
  5. Click Add Expenses.
  6. Specify the details of the expense types to be added in the Budget Account.