Enter budget for special events
You may enter budget figures for specific dates and / or periods. For example, if you need to budget 5000.00 for a special event, on 31 May 2021 - extra sales for a special promotion sale, you may add that.
To enter budget figures for special events:
1.On the Action ribbon, select Accounts.
2.Select the “Sales” account. On the Budget tab, click on the button to create a new record.
3.The system date will automatically be displayed. Enter or select the date (i.e. “2021/05/31”) for the special event.
4.Enter the amount for the budget (i.e. “–5000” ) in die “Amount” column.
5.Enter the reference (e.g. “Sale” ) in the “Reference” column.
6.Enter the description (e.g. “Special promotion” ) in die “Description” column.
7.Click on the button to save the new budget for “2021/05/31”.
8.Click on the Save button.
If you do not click on the Save button, any budget figures entered, or changed, will not be saved. |