Difference between revisions of "Accounting Finance:Investment Budget"

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==Overview==
  
==Overview==
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*These are used in the Asset file, to connect an asset to a specific investment budget.
 +
*These are used in the Asset file, to connect an asset to a '''specific investment budget'''.
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*The investment budgets are set up per accounting year.
 +
*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.
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*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'''.
  +
  +
==Enter Investment Budget==
  +
*Click '''Asset Management→Asset management financial tasks→Investment budget tasks→Work with investment budgets'''
  +
*Click '''Add''' (left side on blue panel)
  +
  ⚫
#Enter the '''Year'''
  ⚫
#Enter the '''Budget'''
  +
#Enter the '''Description'''
  +
#Enter the '''Inv budget amount'''
  ⚫
#Click '''enter'''
  ⚫
#Enter another budget or click '''F12''' when completed
   
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==Process==
  
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:1. Select '''Asset Management'''
  
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:2. Select '''Asset management financial tasks'''
  
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:3. Select '''Investment budget tasks'''
  
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:4. Select '''Work with investment budgets'''
  
⚫
[[File:InvB1.png|400px]]
  
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[[File:InvB2.png|400px]]
  
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[[File:InvB3.png|400px]]
  
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[[File:InvB4.png|400px]]
  
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[[File:InvB5.png|400px]]
  
 
[[File:InvB6.png|400px]]
  
[[File:InvB6.png|400px]]
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[[File:InvB7.png|400px]]
  
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[[File:InvB8.png|400px]]
  
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[[File:InvB9.png|400px]]
  
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[[File:InvB10.png|400px]]
  
   
  +
==Print Investment Budget==
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:5. Select '''Add'''
  
  ⚫
*Click '''Print investment budgets''' if you wish to print budget listing
⚫
:6. Enter the '''Year'''
  
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:7. Enter the '''Budget'''
 +
#Enter sequence '''1'''
−
:8. Enter the '''Description'''
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#Enter Asset details '''Y'''
  ⚫
#Enter Year
⚫
:9. Enter the '''Inv budget amount'''
  
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:10. Press '''enter'''
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#Change printer queue '''lp05'''
  +
#Click '''enter'''
⚫
:11. Enter another budget items '''OR''' Press '''F12''' when completed
  
  +
⚫
:12. Select '''Print investment budgets''' if you wish to print budget listing
  
  ⚫
[[File:InvB10.png|400px]]
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:13. Enter sequence '''1'''
  
−
:14. Enter Asset details '''Y'''
  
⚫
:15. Enter Year
  
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:16. Change printer queue '''lp05'''
  
⚫
:17. Press '''enter'''
  
   
 
[[Category:Workflows-Finance]]
  
[[Category:Workflows-Finance]]

Latest revision as of 09:35, 22 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.

Enter Investment Budget

  • Click Asset Management→Asset management financial tasks→Investment budget tasks→Work with investment budgets
  • Click Add (left side on blue panel)
  1. Enter the Year
  2. Enter the Budget
  3. Enter the Description
  4. Enter the Inv budget amount
  5. Click enter
  6. Enter another budget or click F12 when completed

InvB6.png

Print Investment Budget

  • Click Print investment budgets if you wish to print budget listing
  1. Enter sequence 1
  2. Enter Asset details Y
  3. Enter Year
  4. Change printer queue lp05
  5. Click enter

InvB10.png

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