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  • In a financial budget, you can:

  • In a non-financial budget, such as a Sales budget, you can add an entity to a dimension and add a level.

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Financial budget: Add an entity to dimension 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 an entity in the Country dimension of the Other Income category.

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If you change your mind or make a mistake, to remove this new entity, hover over the left of the entity name and click the Delete button (blue star) that displays, then click Delete to confirm.

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Financial budget: Add an entity to a dimension 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 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.

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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 entity name and click the Delete button (blue star) that displays, then click Delete to confirm.

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Financial budget: Add an account to a 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.

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If you change your mind or make a mistake, to remove the new account row, hover over the left of the account name and click the Delete button (blue star) that displays, then click Delete to confirm.

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Financial budget > non-financial driver tab: Add a level

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.

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If you change your mind or make a mistake, to remove the new level, click the blue Delete button (blue star) next to that level, then click Delete to confirm.

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Non-financial budget: Add an entity to a dimension

In this example, your organization has has created a non-financial budget based on its Sales database. Later in the year, your organization opened up a new sales branch (Branch 5) in Australia. You added the new branch to the Branch dimension in your ERP system but it does not appear by default in your Sales budget, so you need to add it in.

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An additional row for the new entity (Branch 5) displays in the budget.

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Non-financial budget: Add a level

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.

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If you change your mind or make a mistake, to remove the new level, click the blue Delete button (blue star) next to that level, then click Delete to confirm.

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