Multiple Budgets
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Up to 9 different Budgets can
be defined for each fiscal year (previous versions only had 2 Budgets). |
Features
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Up to 9 Budget IDs per company
per fiscal year, with a minimum of 2 Budget IDs. |
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One Budget ID must be set as
the primary budget and another must be set as the secondary budget. |
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Emulates previous versions of
the application that had only two budget types. |
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New Menu Options
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ControllerVision File
Maintenance Menu |
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Option 11. User must be authorized to User Function
CV/BUDGET. |
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Power Ledger File Maintenance
Menu |
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Option 11. User must be
authorized to User Function GL/BUDGET. |
ControllerVision Menu
Power Ledger Menu
Work with Multiple Budget
IDs
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Exact same process for
ControllerVision and Power Ledger. |
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Upon selecting the menu option,
the user sets the company and fiscal year to work with. |
Select a Company
Select a Fiscal Year
Work with Budget IDs
Set Default Budget IDs
Prompt Budget IDs
Reports / Inquiry
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Financial Statements |
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Trial Balance |
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Master File Listing |
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Account Master Inquiry (Power
Ledger only) |
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Any Budget ID can be selected. |
Financial Statement
Options
Trial Balance Report
Options
Master File Listing
Options
Budgeting
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Load from Excel |
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Load from DMAS or MAPICS GELMAS |
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Load from MAPICS IFM |
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Load from existing activity or
another budget |
Load Budgets from Excel
Import DMAS or MAPICS
GELMAS Accounts
Import MAPICS IFM
Accounts
Budgeting
End