This article explains the Budgets & Actuals menu and how you can navigate your organisations, budget versions, business units and change the layouts, filters and options. 


For details on editing budgets. See the following additional help articles.



TABLE OF CONTENTS


Budget & Date Range

  1. Navigate to Budgets & Cashflow -> Budgets & Actuals.

  2. Select the Organisation and Budget or Actual that you would like to edit.

    Select Organisation and Budget
    Note: to create an additional budget scenario or to facilitate approved and forecast budgets see Manage Budgets.

  3. Select the Period or date range you want to edit. You can manually set any date range, chose a pre-set shortcut from the calendar dropdown or skip back or forward using the left and right arrows.

    Select Date Range



By Business Unit or Overall Organisation

In Calxa you may choose to budget at the overall organisation level or by business unit. Business Units are the cost centres that make up your organisation and are setup in your accounting system. For example MYOB Jobs, Xero Tracking categories or QuickBooks Classes are examples of Business Units.


You can optionally set the overall organisation budget to be the sum of your business units. See Organisation Budget (Consolidation Setting) for more details.


  1. To budget at the overall or Organisation Level select the building icon on the left sidebar navigation. This is selected by default when you first select a budget.

  2. To budget by Business Unit select the hamburger menu on the left navigation and select the Business Unit or use the sidebar arrows to select a new Business Unit.

    Select Business Unit




Layout

Use the LAYOUT menu to switch between Metrics or Accounts. See the Metrics help article for details on adding an editing Metrics.  


Change Layout




Filter

Use the FILTER menu to display your accounts as per your Account Tree and filter which accounts are shown.

  1. Account Tree: choose an Account Tree to display your budgets accounts in.
  2. Search accounts: search for specific accounts by number or name.
  3. BULK ACTIONS: for bulk actions like Select All or Show and Hide Inactive.

    Filter Accounts


Options

Use  the OPTIONS menu to set the following options. 

  1. Show account numbers: Shows or hides account numbers in the charts of accounts.
  2. Show empty rows: Shows or hides accounts with all zeros. 
  3. Display numbers as: Optionally display numbers as thousands or millions.

    Change Options