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How to update a Budget from actuals

This guide explains how to revise an existing budget using actual financial data to keep forecasts accurate and aligned with performance.

Step by Step Guide:

1. Navigate to ACCOUNTING > Budgets > Expense Budgets.

2. Click on Update from Actuals button.

3. Enter the following information:

Budget Year - Select a budget year to be updated.
Budget Version - Select a budget version to be updated.
Accounting Month - Enter or select an accounting month
Update - Select the type of budget to update:

  • Expense Budget
  • Client Budget
  • Both

Accounting Year - Select the accounting year.

4. Check the Offices for which budgets you want to copy over.

5. Click OK.