Support ›› Manual ›› Accounts Management ›› Operations ›› Budget Management. ››
Hierarchies.
Use this sub-module to set up the institution's Budget.
To access this window, click :Accounts Management - > Operations- > Budget Management - > Hierarchies.
The following screen will open up :
Budget Hierarchy Fig 1.
Creating A Budget Period :
Click on the CREATE Button, to open the following screen:
Budget Hierarchy Fig 2.
On the above window :
Name - Enter the name/ description of the item being created
Parent hierarchy - Lookup select the appropriate parent if non create one under header entry
Category-Pick up the header(Non postable) or detail(postable) depending on the entry being created
Gl Account- lookup the appropriate gl account on the following window
On successful completion you will get a pop up message confirming that the operation was successful.
Editing A Budget Period :
Identify the Budget period to be edited.
Click on the edit icon
against it to open the following window :
Budget HierarchyFig 3.
Make necessary changes to the affected fields then click create
On successful completion you will get a pop up message confirming that the operation was successful.
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