> Period end / Year End / Budgets

Budget Options at year end

To plan and monitor your business performance by creating and managing budgets. To save you time entering each individual budget for your nominal codes and products you can automatically create them at year end.

You can copy your current year actuals, budgets or forecasts into the budgets for the new year and you can apply a percentage increase to these values.

You can only access the Budget Options within the Year End window.

The Budgets window

Create Nominal Budgets

actuals	Copies actual values from the nominal records into the budgets for the new year.
budgets	Copies the current budget values from the nominal records into the budgets for the new year.
forecasts	Only appears if you use advanced budgets. Copies the forecasts within the departments into the budgets for the new year.
with an increase of	Enter the percentage you want to increase the budgets by.

Create Stock Budgets

actuals	Copies the actual values from the Product Record > Sales tab into the budgets for the new year.
budgets	Copies the budget values from the Product Record > Sales tab into the budgets for the new year.
with an increase of	Enter the percentage you want to increase the budgets by.

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