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What you can do depends on the type of budget, for example:
In your Financial a financial budget, you can:
Add an entity to a dimension, such as a country, division or branch. You can add the entity to a dimension to in a specific category or all categories in the budget simultaneously.
Add an account that had no activity last year.
In your Sales budget, you can:
Add additional levels, to budget at a more granular level. For example, if your Sales budget is organized by branch, then product group, you can add another level, to budget by sales rep.
Have different hierarchy levels than your expenses. get rid of this
In a database driver tab
Add a level to a non-financial driver tab.
In a non-financial budget, you can add an entity to a dimension and add a level.
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: Add
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an entity to dimension
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in a specific category
In this example, your organization has received interest income from a new source in the UK. Previously you only ever received such income from one country, the USA. You need to add the UK as a dimension in an entity in the Country dimension of the Other Income category.
On the Main tab, expand the rows to the applicable category, for example, Other Income.
Hover over the category row, then click the blue plus button
that displays.In the window that displays, select the dimension(s) entity you want to add. If there are a lot of dimensions, use the search box to quickly find the one(s) you are looking for.
Select the dimension(s) entities you want to add. You can select multiple entities.
Select the dimension entity from which you want to clone the General Ledger accounts codes, for example the USA.
Click the Add Selected button.
Additional rows for the new dimension entity (UK) and its cloned accounts display in the budget.
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If you change your mind or make a mistake, to remove this new dimensionentity, hover over the left of the dimension entity name and click the Delete button that displays, then click Delete to confirm.
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: Add an entity to a dimension
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in all categories
In this example, your organization has acquired a new business in another country, New Zealand (NZ). You need to start budgeting for that country. You’ve added the country to NZ to the Country dimension in your ERP system but it does not appear by default in your budget, so you need to add it in. As the operating environment is similar to Australia, you clone the General Ledger account codes that are in use in Australia.
On the Main tab, click the dimension (Country) in the top toolbar and click
Add [dimension] at the bottom of the list . The (the label of this dimension will depend on the circumstance, in this example it is Country).In the window that displays, select the dimension(s) entity you want to add. If there are a lot of dimensions, use the search box to quickly find the one(s) you are looking forYou can select multiple entities.
Select the dimension entity from which you want to clone the General Ledger accounts codes, for example the AUS.
Click the Add Selected button.
Additional rows for the new dimension entity (NZ) and its accounts display under all categories in the budget.
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If you change your mind or make a mistake, you cannot remove this new dimension from all the categories in your budget at the same time; you need to remove it from each category, one at a time. Hover over the left of the dimension entity name and click the Delete button that displays, then click Delete to confirm.
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: Add an account to a
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specific entity
For example, suppose that due to the Coronavirus restrictions last year, you had no entertainment expense but this year, things are returning to normal, so you want to budget for those entertainment expenses.
On the Main tab, expand the rows to the applicable category and dimension, for example, Operating Expenses > UK.
Hover over the dimension entity row, then click the blue plus button
that displays.In the window that displays, select the the General Ledger account code(s) you want to add, for example, Entertainment. If there are a lot of accounts, use the search box to quickly find the account(s) you are looking for. You can select multiple accounts.
Select one of these options:
To add the account to the selected entity only (UK), leave the default option selected.
To add the account to each entity in the category (UK and USA) , select the “Each Account in…” option.
Click the Add Selected button.
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If you change your mind or make a mistake, to remove a the new account row, hover over the left of the account name and click the Delete button that displays, then click Delete to confirm.
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In this example, you can have added a Database driver tab for your Sales budget. You now want to budget at the Product Class level, so you need to add that level into the budget.
On the Sales tab, click the blue plus button next to the dimension (hierarchy level) in the top toolbar, then click the dimension (Product Class) you want to add as the new level. The budget updates accordingly.
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If you change your mind or make a mistake, to remove the new level, click the blue Delete button next to that level, then click Delete to confirm.
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In this example, your organization has opened up a new sales branch (Branch 5) in Australia. You’ve added the new branch to the Branch dimension in your ERP system but it does not appear by default in your budget, so you need to add it in.
On the Main tab, expand the rows to the applicable level, for example, AUS.
Hover over the level header row, then click the blue plus button
that displays.In the window that displays, select the entity (Branch 5) you want to add. You can select multiple entities.
Click the Add Selected button.
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An additional row for the new entity (Branch 5) displays in the budget.
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In this example, you can have added a Sales budget with one level, Country. You now want to budget at the Product level, so you need to add that level into the budget.
On the Sales tab, click the blue plus button next to the dimension (hierarchy level) in the top toolbar, then click the dimension (Product) you want to add as the new level. The budget updates accordingly.
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If you change your mind or make a mistake, to remove the new level, click the blue Delete button next to that level, then click Delete to confirm.
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