UBSA1.8 : Access UBS (Accounting): How to set a budget for project or job

UBSA1.8 : Access UBS (Accounting): How to set a budget for project or job

Environment

Access UBS (Accounting)

Solution

To set a budget for project or job:
  1. Go to General, Enter Project/Job Opensing Balance
  2. Select incomes/expenses accounts with project or job code, click Budget and key in figure (credit = -ve) into period 1,2,3... then click OK and Exit.
  3.  Go to Reports, Profit & Loss Account
  4. Select Month Budget - This Month, choose period, project or job code and the click OK to preview report with monthly budget figures.

--Source from Access UBS --