Editing and Transferring Budgets

Once files have been imported, click on the Edit and transfer budgets option in the Imported budget options sub-menu. Click the OK button. This facility allow changes to be made as a field edit option.

To Edit and transfer budgets:

1. From the Master menu, select the Management accounts option and the company you require.

   The MANAGEMENT ACCOUNTS menu is displayed.

2. Select the Imported budget options option.

   The IMPORTED BUDGET OPTIONS menu is displayed.

3. Select the Edit and transfer budgets option.

   The Edit & Transfer Imported Budgets form is displayed.

Edit and Transfer Imported Budgets Form

The Edit and Transfer Budget form is displayed when the Edit and transfer budgets option is selected from the IMPORTED BUDGET OPTIONS menu.

The Edit and Transfer Budgets form consists of the following fields:

File Code: Select the relevant file to be edited. There is a search facility, activated by clicking the Ellipsis button . The description of the file and number of items within the file are completed by the system.

Item: Select the relevant item to be edited. There is search facility at this point, activated by clicking the Ellipsis button .

Account: The system displayS the original imported Account code. Select the MA Account code to be edited. There is a search facility to select correct codes, activated by clicking the Ellipsis button

The Period Fields: The Period fields show the relevant values and allow final editing.

BUTTONS

Verify: Verifies files and reports errors or shows Verification Successful.

Exit: Returns you to the IMPORTED BUDGET OPTIONS sub-menu.