The Budgets menu contains commands used to create, manage, and print budgets.
Directions:
To open
the Budgets menu, click File Maintenance
from the Menu and then
Budgets.
Keyboard shortcut: [ALT]
[m] [b]
Tip: You may also be able to access the General
Ledger menu while in another INVISION module. To activate the
General Ledger
menu in another module, the G/L
Application Control must be set up for the module during installation.
The table below describes the available options.
Budgets Menu Items |
|
Creates a new budget by copying the basic budget data from another source, such as the current Chart of Accounts, history, or another budget. Keyboard shortcut: [ALT] [m] [b] [c] |
|
Edits budget information and compares a budget to other data sources such as the current Chart of Accounts, history and other budgets. Keyboard shortcut: [ALT] [m] [b] [m] |
|
Prints the accounts included in a specific budget, and optionally prints a budget worksheet. Keyboard shortcut: [ALT] [m] [b] [b] |
|
Allows you to create budgets and maintain budget information as well as export budget information to Microsoft® Excel and print a variety of budget reports all from the same routine. Keyboard shortcut: [ALT] [m] [b] [ARROW DOWN] |