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Budget distribution

  • January 23, 2024
  • 2 replies
  • 55 views

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I have seen that Acumatica budgets require distribution and this is done monthly, can I have a budget which I track annually over the financial year instead of the period?

Best answer by Laura03

Hello,

When entering the budget, you will need to enter the annual amount and the same amount in at least ONE period in order to Save and Release the budget.

Financial Reports may use the Annual budget figure to compare.

Laura

2 replies

Laura03
Captain II
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  • Captain II
  • Answer
  • January 23, 2024

Hello,

When entering the budget, you will need to enter the annual amount and the same amount in at least ONE period in order to Save and Release the budget.

Financial Reports may use the Annual budget figure to compare.

Laura


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  • Author
  • Jr Varsity II
  • January 29, 2024

I have seen that Acumatica budgets require distribution and this is done monthly, can I have a budget which I track annually over the financial year instead of the period?

Thanks, I have done as highlighted , confirm on the Budget  tab of the purchase request I have an annual budget of $ 3.025.00 for a specific line item the distribution is the first Period 1, when I then move to Period 2 will it keep track of the amount from Period 2?