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This text refers to program version 8.5  

Operations Menu - Budget - Calculate Sum from Account-Tag/Object Budget

This page describes the 'Calculate Sum from Account-Tag/Object Budget' function on the Operations menu in the Budget record window. If you are using iOS or Android, the 'Calculate Sum from Account-Tag/Object Budget' function is on the Tools menu (with 'wrench' icon).

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The 'Calculate Sum from Account-Tag/Object Budget' function will be useful if you need to set Budgets for an Account in combination with various Tags/Objects. Follow these steps:

1. Enter the Budgets with the Tags/Objects first:
   

   

2. After entering all the Budgets with the Tags/Objects, you should enter an overall Budget for the Account as a whole. In this record, specify the Account and the period and then choose 'Calculate Sum from Account-Tag/Object Budget' from the Operations or Tools menu:
   

   

   Dates and values will be calculated from the Budgets with the Tags/Objects and brought in to the matrix:
   

   

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The Budget register in Standard ERP:

• Introduction
  

• Entering a Budget
  

• Entering a Budget - Example
  

• Printing Budget Definitions
  

• Operations menu, including:
  
  • OK
    

  • Recalculate
    

  • Calculate Sum from Account-Tag/Object Budget

Go back to:

• Home page for Nominal Ledger manual
  

• Home page for Standard ERP manual

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