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The Time Ledger Practice summary displays a total of budget figures for a specified period.
To access the Budgets tab for the Time Ledger Practice Summary:
Enter the Time Ledger
Click Enquiries.
Select Practice Summary.
Click the Budgets tab.
To access this tab ensure 'can see practice and client budgets' staff allowance is selected from the allowed tab from the staff maintenance screen.
The Time Ledger Practice summary screen will be displayed.
The following columns re available, starting from the left:
Below are the rows available:
Time - dsplayed is the value of time posted for the selected period. For example, £100.
Budget - displayed is the budget set for the selected period. For example, £150.
Over budget - displayed is the value over budget. For example, £50.
% of budget - displayed is the budget is of the time posted. For example, £100 divided by £150 to show that time posted is 66% of what was budgeted.
The first column displays budget details for the current period and period number. For example, 2003/8.
The second column displays budget details for the practice financial year to date. For example, from 2003/ 1 to 2003/8.
The third column displays the budget details for the previous year. For example, 2002/8.
The fourth column displays the budget details for the previous year to date. For example, 2002/1 to 2002/8. This can be used to compare the current years budget performance compare to the previous year.
Previous Period - click to display practice recovery details for the previous period.
Next Period - click to display practice recovery details for the next period
Print - click to print the details displayed on screen
Cancel - click to exit.
Printing Time Budgets
Budgets - Reference
Practice Summary Movements
Practice Summary Recovery