Budget Input for new FY.

Question

Hi, 
 I am looking to input our Budget for the current FY Mar 24-Apr 25. I have not yet run the Year end process for Mar 23 - Apr 24. When going to input the Budget, I can only select FY Mar 23 - Apr 24 or prior years. How do I setup the new FY to input the budget against please? Also, I can't believe that there isn't the functionality to import a Department In-Depth Budget. This should be quite standard I'd have thought. Thanks, Gary

Andy Rickeard · Answer

Hi Gary,

Thanks for using Community Hub.

If you use Advanced Budgeting, you can add forecast figures that you can then convert to be the new budgets at year end. You can read more about that in this article: Standard and Advanced Budgeting Methods >

With regards to importing a Department In-Depth Budget, you're quite right that functionality is not there but I would encourage you to add it to the product Ideas Board >

Regards,

Andy
Sage UKI

Sage 50 Accounts

Budget Input for new FY.

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING