Budgets

Tiny ERP version 3.3 supports the budgets on the general account. These budgets can cover several fiscal years and be modified at any moment or duplicated to fo a revision. To define a new budget, use the menu: Accountancy and finances > Definitions > Budgets > Budget items.

Begin the seizure by encoding a name and a code in the first tab of your new budget. The budget can be done on the products or the loads, choose the standard field consequently. Then, via the second tab, you can define the equipments by period. For each period, you can define a quantity and/or an amount according to the currency by default of the account plan.

It is also possible to create the different allocations over the fiscal year periods. To do that, click on the 'Distribute button on the top of the 'Allocation' tab. A window opens requiring the fiscal year for which you wish to make a budget, the quantities and the sum over this year. If you wish to make a budget which covers several fiscal years, repeat several times the operation.

Once the generated allocations, you can manually modify them while double-clicking to see the allocations again period periodically. Once the amounts periodically assigned, it is necessary to indicate the accounts for which one makes this budget in the third tab. To do that, click on the Add button and made a multiple selection for the different accounts which must be included in this budget. Once the three filled in tab, you can save your budget thanks to the diskette icon.

Edit a budget

To print a budget and to make achievements calculations, use the menu: Accountancy and finances > Print > Budgets. Tiny ERP gives you the budgets available list.

Select one or more budgets and click on the print icon to publish it. The following figure gives an example of budget produced by Tiny ERP.