There are different approaches and ways to do budgeting within SGA, with several options listed below for consideration.  Enter an annual budget amount in selected accounts by keying the annual amount in the first month. The menu option gl...

The following formula calculations are available when calculating budgets. These are available on the Actuals/Budget screen for calculation of an individual account, as well as Budgets >  Global Budget Changes  for calculation of a range of ...

Budget components are used to break down a monthly budget amount into the details. Each G/L account has a component detail screen format assigned with appropriate columns for budget entry for that type of account. If components already exi...

Budgeting > Import Components  Enables importing budget component lines to account(s) from .xls files. The Component Import Guide providing step-by-step instructions for completing the process may be accessed from the light blue menu ...

This is a high-level menu option to copy or calculate budgets for a range of G/L accounts.  In any of the following options, the budget year affected by the copy must be open to allow entry for this process.  Step-by-step instructions for eac...

When setting up budget formats, you may want to include columns to calculate a merit increase, especially for payroll budgeting. The budget format has a setting to enter component details either annually or monthly. (Menu option Settings > Budge...

This is for importing budgets from outside systems into SGA. Name  The name that will be displayed as the name of the import. Connection:  See import connections for help with setting up a connection to a file to import. _______...