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Budget Types

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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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