This module enables you to plan the budget for your organization for the year which enables you to control your expenditures so that you do not overspend and keep track of the financial goals. 

 

Below are the steps:

  1. Log in to the system
  2. Go to Accounting and Finance Module 
  3. Under “Charts of Accounts” section click on the “Budget Forecast” link 
  4. Click on the “Create New Budget” button at the top left of the page 
  5. Fill in all the details in the provide fields of the “Create Budget Projection” pop out form i.e. year, budget type and choose how you want to create the budget which has different options 
  6. Click on the “Submit” button once you are done to save