Surf Accounts allow you to add budgets against nominal codes within Chart of Accounts and generate host of reports and charts to view variance between budgeted and actual transaction through a nominal code over a period.
To avail budget option, go to Accounts tab, select Chart of Accounts.
Select Budget icon from the tool bar.
|The budget page shows available current year periods against each nominal code where in you can add budget of spending for each period. Each department like Administration, Sales may have separate budgets. Dashboard reflects Monthly Analysis of Budgets of defined departments.|
|Through Budgets, you may avail the following options:|
- Financial Periodic Budgets Comparison
- Financial Yearly Budgets Comparison Report
- Financial Budgets Details