Budgets

What it is

Yearly spending limits for each account, tracked as money is used.

Why it matters

Warns before a department overspends its agreed amount.

When to use it

Principals and finance staff set limits, then watch orders and spending against them.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Accounting to open it.
3. Click Budgets.

What you see

Budgets · click the picture to enlarge

• The list has these columns: Code, Name, Year, For, Cost centre, Control, Version, Budget. Click a column name to sort by it.

Buttons on this screen

• New budget — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the New budget button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (8 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Budgets · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Financial year *	choose	Pick the financial year this budget covers.
Code *	text	A short code for this budget, such as BUD-2026-01. Keep it unique.
Name *	text	A clear name for the budget, such as Science lab supplies.
Budget for *	choose	Pick what this budget is for: a department, a trip or another area.
Cost centre	choose	Pick the cost centre whose spending this budget tracks.
Overspending control *	choose	Choose how strictly the system stops spending over this budget.
Account *	choose	Pick the account whose spending this budget limits.
Fund *	choose	Pick the fund whose money pays for this budget.
Cost centre	choose	Pick the cost centre whose spending this budget tracks.
Month	choose	Pick the month this amount is planned for.
Amount *	number	The amount planned for this month, in the school's currency.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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