Budgets Training Packet

A collection of step by step reference guides on Budgets

Creating Budget Basics

Client Budgets 

This article provides step-by-step instructions for creating and managing billings/revenue budgets for clients, either manually or through importing a template. specifying the accounting year, budget category, and version, track budgets using different categories and status types, and enter budget amounts for each month.

Expense Budgets

The article provides instructions on how to create and edit expense budgets for GL expense accounts in two ways: manually creating a new expense budget and importing a new expense budget.

Updates

Update with Actuals

This article shows you how to update your budgets with actuals in the Accountability platform. The process involves selecting the right budget year and version, choosing the accounting year and month, and selecting the offices to update.

Reports

Budget Reports

This article explains how to use Budget Reports in the Accountability platform to view and print reports for different periods, currencies, budget versions, and offices. There are several report options available, including P&L format reports and client budget reports. These reports can be accessed from the Accounting > Budgets > Budget Reports screen or from the Client Budget and Expense Budget screens.

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