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ID:9730
Title:gptip42day - Cross-Year Budgets in GP10
URL:http://gp2themax.blogspot.com/2009/09/gptip42day-cross-year-budgets-in-gp10.html
Description:

In GP versions 9 and prior, use of a single Budget ID was limited to the periods that defined a fiscal year.  GP10 changes all that.

For instance, let's say you have a project that spans 18 months.  You want to be able to enter a budget for the accounts associated with that project, all associated with one Budget ID, for ease of reporting.  In older versions of GP, this would not be possible.  You'd have to enter two separate Budget IDs.  In GP10, this can be accomplished with one Budget ID -

Cards>Financial>Account>Budget Button


* click image to enlarge

Note that in GP10 there is a field in the Budget Card called 'Based On'.  When you select 'Date Range', the 'Budget Year' field changes to 'From' and 'To' to allow entry of a specific date range that this Budget ID applies to.  In the example above, we entered 10/1/2009 to 3/31/2011, a span of 18 months.  This creates 18 periods in the Periods scrolling window, spanning two fiscal years.

Category:TIPS AND TRICKS BY MODULES: GL (General Ledger): GP Budgets
Link Owner:
Date Added:June 17, 2010 05:09:12 AM
Number Hits:3
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