Investment budgets are used in the Asset file to connect an asset to a specific investment budget. The investment budgets are set up per accounting year. The investment budget can be analysed on listings where it is shown how much of the budget that has been allocated to different assets, and how much is left to acquire on a specific budget.
- Select the Work with investment budgets menu item.
- On the main panel, click Add.
- You access the detail panel. Complete the following mandatory fields:
- Year
- Enter the accounting year in which the budget you are creating should exist.
- Budget
- Enter a unique code to identify the new budget that you are creating.
- Description
- Enter a description for the budget.
- Inv budget amount
- Enter the total investment budget amount in system currency.
Click OK. Exit the routine.