Budget per C.C.

#1 Budget per C.C.

The data loading method can be manual, through the insertion of the cost centre and total yearly value in order to valorize periodical details in section on the right, on which it is possible also to intervene freely or through the guided import procedure of excel or calculated according to data already assigned to a sub-budget for general detail accounts. It is important to consider that data to be inserted can be explained with an absolute value: lastly the budget data can be set as a combination of cost centre and general detail account.

The excel import involves the following steps:

1) double click on 'file excel' field in order to locate the file on the net

2) to click on the 'import' button in order to read the file set and to view the work folder on the related field

3) to set, if necessary, a number of lines and a number of columns higher than the proposed default of 100-20

4) To find the excel sheet from which to read data: the program will load the detail on the grid below.

5) At this point it is necessary to operate on the grid in order to locate the area to be imported and to set essential fields for import: user can go on by clicking on the right mouse button.

6) In order to import budget on detail accounts it is necessary to set the column of account, detail account and total amount. It is possible to set even columns with details period by period. Once having set all it will be necessary only to click on 'Transfer' button in order to import, as set before: the software will record a mask with all details of possible errors occurred during the procedure. 

On mask there is also an import button from budget for detail accounts, that have been already loaded: the program will valorize in C.C budget the list of cost centres, linked to a chart of accounts level, on the contrary who has no import it will be possible to identify a dates range in order to verify the right manual valorization of accounting. In case that cost drivers have been linked to the cost centres, the program will valorize them directly: if a reference year has been set in the creation from detail accounts, it will be possible to retrieve cost drivers settings belonging to the same year.

On mask there is an export button of the budget detail in excel.

RIBBON BAR: it represents the Form menu, that is the area in which it is possible to perform actions linked to the procedure in use. The list of features is the following: