Have you wanted to keep track of when sales have reached a goal amount or costs has reached a limit?
Using a budget to keep track of your key performance indicators gives you a great bench mark to measure against.
Within the GL Bugets table click “New Budget”
Enter a code for the new budget:
Select “Create Empty Budget” and click “OK”.
The following dialogue box will appear:
You will now see a progress bar along the bottom of the window, as the budget records are generated:
When EXO has finished creating the new budget, you’ll see the following message:
OK the message.
The easiest way to then enter your budget figures is to then export the new budget to a spread sheet, enter the figures via excel, and reimport them again. This is covered in our tip of the week “Importing and Exporting GL Budgets” which you can find here.