Prerequisites

• In order to view the dashboards of the budgets, first create the fiscal years corresponding to your accounting periods.

 

Procedure

1. In the [Accounts] module, select the [Budget] function.
   → The list of budgets is displayed.
   
   
2. If desired, select the [Criteria] tab, enter the search criteria and click the [Results] tab.
   → The budgets corresponding to your search criteria are displayed.
   
   
3. Click on the add icon .
   → The budget detail form is displayed for creation purposes; see Budget [General].