Product Documentation
Product Documentation
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Calculated Adjustments

Budget Periods can also be adjusted across all GL Accounts and Budget Periods uniformly using a constant factor based on dollar amount or percentage. Consider using this method when you wish to adjust the entire budget across the board and not just a few entries.

  1. View > Accounting > Budgets.

    ViewAccBudgets_v0.PNG

  2. Click the View link in the far right column to access the Period Allocation/Location screen.

    Periodallocationview_v0.PNG

  3. Click the Adjust Budget Amounts button on the button bar at the top of the list.

    adjustamount_v0.PNG

  4. On the Adjust Budget Amount pop up, enter a number and select $ or % to indicated what that number represents.

    adjustamountbox_v0.PNG

  5. Select which Period the change should apply to by selecting a For option. Choices include All, Future, Current Periods, and Specify. Future Periods Only will be selected by default.

    adjustperiod_v0.png

  6. If you select Specify, select the applicable Budget Periods from the list that is generated after you select the option, as shown:

    SpecificBudgetSelection_v0.PNG

  7. When finished, click the Save button. You may also click the Cancel button or anywhere outside of the Adjust Budget Amount window to avoid making any changes.