Accounting Finance:Investment Budget

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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
2. Select Asset management financial tasks
3. Select Investment budget tasks
4. Select Work with investment budgets

InvB1.png InvB2.png InvB3.png InvB4.png InvB5.png InvB6.png InvB7.png InvB8.png InvB9.png InvB10.png

5. Select Add
6. Enter the Year
7. Enter the Budget
8. Enter the Description
9. Enter the Inv budget amount
10. Press enter
11. Enter another budget items OR Press F12 when completed
12. Select Print investment budgets if you wish to print budget listing
13. Enter sequence 1
14. Enter Asset details Y
15. Enter Year
16. Change printer queue lp05
17. Press enter
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