Some items for which budgets are maintained are subject to variations from month to month. Where these variations (for example a seasonal sales pattern) can be defined by breaking down the total annual budget into monthly (or period) percentages, a 'Profile' can be set up.
To Set-up/Review Profiles:
From the Master menu select the Management accounts option and the company you require.
The MANAGEMENT ACCOUNTS menu is displayed.
Select Miscellaneous options options.
The MA MISCELLANEOUS OPTIONS menu is displayed.
Select the Profiles option.
The Profiles form is displayed.
The Profiles form is displayed when the Profiles option is selected from the MISCELLANEOUS OPTIONS menu.
It is possible to have a number of profiles to meet a variety of requirements.
Tip: You can view the form in Grid format, by simply clicking on the Grid button.
A profile can be applied at the time a budget is being set up (see 'Edit MA budgets/actuals), or subsequently (see 'Adjust MA budgets/actuals).
Fields:
Profile: A brief description of the profile [e.g. 12MTH ]
Description: Details of the profile.
Percentage fields: Potentially 13 periods of percentages. These fields must total 100%.
BUTTONS
Exit: Returns you to the MISCELLANEOUS OPTIONS menu.
Help: Displays help on the current application using the default browser.
