Amending a Posted Budget

Some Of the nominals and ledgers used in this topic may be different to those in your chart of accounts.

Once you have added a budget, you may find that you need to make adjustments to it if the details are incorrect or if they have changed for other reasons.

1. Go to Documents > Document Input.

2. Select ... then select BUDA Budget - Amendments from the Document Type list.

3. The Input Form defaults to Budget Journal. Select the applicable Date and Period you need your budget to start from.

4. Select OK.

5. The Budget Journal form displays. The Currency field is your default currency. Double-select to change this if needed.

6. The Document Date is the date you selected on the Document Selection screen. Change this if needed.

7. Double-select in BudgetCode and choose the Budget code to add the budget against.

8. Double-select in Nominal and select a nominal.

9. If the nominal is linked to a ledger, you need to select an account to record the budget against. Double-select in Account and select an account.

10. (Optional) If an Analysis Field Set is linked to the nominal, a Y displays next to the Account field. To add a budget against the analysis code double-select in Additional Info, then double-select in DAF_Funds and select an analysis Account.

    

11. Enter the budget value in Value. Credits must be entered as a minus value.

12. Do not enter any information in User Value or Tax Type.

13. Enter a description if needed for the budget line in Description.

14. Press Tab to move to the next line and enter the remainder of the budget.

15. When you have finished, if the document doesn't balance, create a new budget line and select the B - Budget Offsetnominal.

16. In the Value field enter a balancing amount so the Document Balance balances to zero (if needed).

    

17. Press F5 to post the amended budget transactions.