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- Go to Ginesys Web > Finance > Set Up > Budget > Financial Budget.
- Financial Budget module will open.
- Click on Add button.
- Finance Budget window will open.
- You will get two section - General Information and Ledger Details.
- General Information:
- Select the OU Name and Accounting Year from the look up window.
- Select the OU Name and Accounting Year from the look up window.
- Ledger Details:
- Select General Ledger, Type, Sub Ledger wise Budget, Cost Center wise Budget and Annual Amount.
- You can also define budget in details from Define Budget option.
- General Ledger and Type will be populated automatically.
- Select Cost Center and do Month wise Allocation.
- Once done, Click on Confirm.
- General Ledger and Type will be populated automatically.
- Select General Ledger, Type, Sub Ledger wise Budget, Cost Center wise Budget and Annual Amount.
- Click on the Close button.
- The budget will be saved on closing the window.
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