Difference between revisions of "Accounting Finance:Investment Budget"

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==Process==
  
==Process==
 
:1. Select '''Asset Management'''
  
:1. Select '''Asset Management'''
⚫
:2. Select '''Asset management financial tasks'''
  
⚫
:3. Select '''Investment budget tasks'''
  
⚫
:4. Select '''Work with investment budgets'''
  
 
[[File:InvB1.png|400px]]
  
[[File:InvB1.png|400px]]
  ⚫
:2. Select '''Asset management financial tasks'''
 
[[File:InvB2.png|400px]]
  
[[File:InvB2.png|400px]]
  ⚫
:3. Select '''Investment budget tasks'''
 
[[File:InvB3.png|400px]]
  
[[File:InvB3.png|400px]]
  ⚫
:4. Select '''Work with investment budgets'''
 
[[File:InvB4.png|400px]]
  
[[File:InvB4.png|400px]]
⚫
[[File:InvB5.png|400px]]
  
⚫
[[File:InvB6.png|400px]]
  
⚫
[[File:InvB7.png|400px]]
  
⚫
[[File:InvB8.png|400px]]
  
⚫
[[File:InvB9.png|400px]]
  
⚫
[[File:InvB10.png|400px]]
  
−  
 
:5. Select '''Add'''
  
:5. Select '''Add'''
  ⚫
[[File:InvB5.png|400px]]
 
:6. Enter the '''Year'''
  
:6. Enter the '''Year'''
 
:7. Enter the '''Budget'''
  
:7. Enter the '''Budget'''
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:9. Enter the '''Inv budget amount'''
  
:9. Enter the '''Inv budget amount'''
 
:10. Press '''enter'''
  
:10. Press '''enter'''
  ⚫
[[File:InvB6.png|400px]]
 
:11. Enter another budget items '''OR''' Press '''F12''' when completed
  
:11. Enter another budget items '''OR''' Press '''F12''' when completed
  ⚫
[[File:InvB7.png|400px]]
⚫
:12. Select '''Print investment budgets''' if you wish to print budget listing
  
−
:13. Enter sequence '''1'''
 +
:12. Press '''F12'''
  ⚫
[[File:InvB8.png|400px]]
⚫
:14. Enter Asset details '''Y'''
  
  ⚫
:13. Select '''Print investment budgets''' if you wish to print budget listing
⚫
:15. Enter Year
  
  ⚫
[[File:InvB9.png|400px]]
⚫
:16. Change printer queue '''lp05'''
  
−
:17. Press '''enter'''
 +
:14. Enter sequence '''1'''
  ⚫
:15. Enter Asset details '''Y'''
  ⚫
:16. Enter Year
  ⚫
:17. Change printer queue '''lp05'''
  +
:18. Press '''enter'''
  ⚫
[[File:InvB10.png|400px]]
   
 
[[Category:Workflows-Finance]]
  
[[Category:Workflows-Finance]]

Revision as of 14:03, 15 September 2017

Overview

  • These are used in the Asset file, to connect an asset to a specific investment budget.
  • The investment budgets are set up per accounting year.
  • The investment budget can be analyzed on listings where it is shown how much of the budget that has been allocated to different assets, and how much is left to acquire on a specific budget.

Process

1. Select Asset Management

InvB1.png

2. Select Asset management financial tasks

InvB2.png

3. Select Investment budget tasks

InvB3.png

4. Select Work with investment budgets

InvB4.png

5. Select Add

InvB5.png

6. Enter the Year
7. Enter the Budget
8. Enter the Description
9. Enter the Inv budget amount
10. Press enter

InvB6.png

11. Enter another budget items OR Press F12 when completed

InvB7.png

12. Press F12

InvB8.png

13. Select Print investment budgets if you wish to print budget listing

InvB9.png

14. Enter sequence 1
15. Enter Asset details Y
16. Enter Year
17. Change printer queue lp05
18. Press enter

InvB10.png

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