How to Enter Budgets

Note: All pages below are subject to having relevant Roles and Permissions.

To enter a Budget, allocate the Budget to the fund first. Go to Modules, Finance, and then Cost Centre Allocation in the Budgeting section..

Cost Centre Groups select the Cost Centres required

Cost Centre detail – double click on required Cost Centre to display available Ledger Code Links, the Expenditure Limit will be set by each Cost Centre, to be split by Ledger.

Ledger Code to be allocated, double click to open the Budget entry page.

Enter required Budget data, allocated according to Budget Profile e.g. curriculum, £500 allocated across the whole financial year concentrated on likely spending patterns.

Save the Budget when data is correct

Updated on October 22, 2021

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