Version 2010 Closeup -- Budget Only Transactions

Budgets have long been a part of MS Dynamics GP and Excel has been used to create and manage the budgets. Version 2010, however, includes a budget only transaction that allows a user to create and post adjustments to budgets.

The new Budget Transaction Entry window allows users to select a budget, select and account or range of accounts, and create and apply adjustments to the budget amounts.

It is easy to select a range of accounts and create an adjustment to the budget amount that will increase or decrease the budget by a percentage or a fixed amount. Users specify a range of accounts through restrictions, create the calculation, and click a button to create the adjustments.

Adjustments to any account's budget for any period can also be made manually. Simply look up the account and the current budget amounts are listed. Adjustments are then entered. When the adjustments are complete, the transaction can be posted to the budget or saved to a batch to be posted at a later date.

This window does not replace the Excel budget system but provides a strong enhancement with great flexibility for making line by line or group by group adjustments without needing to export the budget to Excel.

For details using this GL enhancement, get a copy of our Version 2010 Unleashed.

For more information on Version 2010, check out our Version 2010 - Closeups page.