Naviteer FSM Software - Broker & Distribution Editions
Naviteer FSM Software - Broker & Distribution Editions

 

 

Navigation: Table Setup Panel > General Ledger (distributor) >

Budget Maintenance

 

 

 

 

BUDGET MAINTENANCE

 

Select the Company or Principal to setup budgets.

 

 

After selection of the entity, the budgets for that entity list table appears.

 

 

Each Account is shown in the list.  A budget can be assigned by period (month) for each account.

 

 

 

A list of the budgets can be printed using the Print Budget List button.  Here is a page from the budget print.

 

 

Reports can compare the budgeted amounts to the actual expenditures by period or year.

 

 

 

Copyright © 2025  - Naviteer