Budgets

Use the records of the Budget (budget) table to plan and manage budget expenses for each company cost center.

tip

Roles required:

• Create, edit – admin or budget_manager
• Read – admin, budget_manager, or budget_agent

No one can delete budget records.

Create a budget record

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To create a new budget record, follow these steps:

1. Navigate to Budgets → Budgets.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.
4. The person responsible for the budget can change the state of the budget record.

Budget form fields

Field	Mandatory	Description
Name	Y	Specify the name of the budget record.
Cost center	N	Specify the cost center that is related to the budget record.
Planned limit	N	Specify the limit of funds allocated in the current budget.
Actual costs	N	Specify the actual costs in this budget.
Savings	N	Specify how much savings are made.
Unallocated actual costs	N	Enter the amount of unallocated actual costs.
Currency	N	Select the currency that was used to specify values in the Planned limit, Actual limit, Savings, and Unallocated actual costs fields. You can specify the default currency code that will apply to new records in the currency.default system property.
Description	N	Add a budget description.
State	N	Select the record state. Available options: Draft Approval Valid Not valid
Start fiscal period	Y	Specify the initial accounting period.
End fiscal period	Y	Specify the final accounting period.
Responsible	N	Specify the employee who is responsible for the budget.
Work notes	N	Provide additional information.

The Activity Feed widget with the History and Work Notes tabs is available on the form of a saved record.

note

Each budget record receives a unique displayable name after saving of the record. The name is generated according to the following template: BDGXXXXXXX Name. Example: BDG0000032 Moscow office budget for 2024.

Related Lists

• Budget Items – a list of the planned expenses in the current budget.
• Approvals – a list of approval tickets with their states and the names of approvers.
• Actual Cost Items – a list of actual cost items in the allocated budget.