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Tip of the Week

Tip for: 10.13.2003

Keep Track of Your Dollars with Budget Module

Summary: Used hand-in-hand with the Orders and Vendors modules, Alexandria's Budget module can help you track your overall and specific spending. It allows you to track how much money has been spent in each budget as well as the amount Committed and Available.

To add a budget:

Select Budget from the Show menu.

Use the Budget drop-down menu to choose New Budget.

Enter a Budget Code and Budget Name in the appropriate fields. You can use the budget number as the name, if you desire. You will also need to enter the Amount in the budget.

Click on the Notes tab to add any special notes about the budget (e.g. what it can be used for, when it needs to be spent by, etc).

The first time you set up a budget, you will also want to add all of your existing budgets together and enter the total in the Total Amount field on the Total Budget tab.

When you have finished adding information, click Save.

To modify a budget:

Choose Budget from the Show drop-down menu.

Use the Find command either from the Edit menu or the Budget menu to bring up the desired budget.

Click on the Lock icon to unlock the record and then make the desired modifications.

Click Save.

To remove a budget:

Choose Budget from the Show drop-down menu.

Use the Find command either from the Edit menu or the Budget menu to bring up the desired budget.

Select Remove Budget from the Budget drop-down menu.

Click on Remove.

Note: The Recalculate All Budgets button can be used to update your budget amounts between Rebuilds.

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