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Budget Types

Owned by Kyle Niekamp

Last updated: 06 20, 2022 by Claire Aleman

Overview:

The Budget Types window allows you to establish the list of financial budgets that you track in the system for internal and/or external financial statement reporting

Benefits:

Ability to easily identify variances between budget and actual
Tracking multiple budget types allows you the flexibility to track internal budgets vs external budgets
Budgets can be rolled into financial statement reports

Roles:

Accounting Manager
CFO

Location:

Financial & Accounting > Data Entry > Budget/History Information > Budget Types

Video:

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