accpac simply accounting 9.0 Benutzerhandbuch

Seite von 379
Chapter 20:  Daily and Monthly 
User Guide    20–17 
 
SWU9UG 19-21.doc, printed on 1/8/02, at 1:24 PM. Last saved on 1/8/02 11:54 AM. 
ACCPAC INTERNATIONAL, INC. Confidential
Daily and 
M
onthly 
Daily and 
M
onthly 
 
Sales vs. Budget graph.  Shows actual and budgeted sales for 
all selected revenue accounts for each month in the current or 
previous fiscal year. 
■ 
In the Home window, from the Graphs menu, choose Sales 
Vs. Budget. 
Expenses vs. Budget graph.  Shows actual and budgeted 
expenses for all selected accounts for each month in the current 
or previous fiscal year. 
■ 
In the Home window, from the Graphs menu, choose 
Expenses Vs. Budget. 
Quickly Updating Your Budget 
At any time, you can change your budget expectations for a 
particular account or project. However, sometimes you may 
want to increase or decrease your entire budget by a certain 
percentage. For example, you may want to account for inflation. 
1.  In the Home window, on the Maintenance menu, choose 
Update Budget Amounts. 
2.  Enter the percentages by which you want to increase or 
decrease the budget, and click OK. 
Daily and Monthly Checklists 
It helps to have a daily and monthly routine to make sure that 
your company runs smoothly. This makes your accounting less 
onerous, as the tasks that you need to complete don’t pile up. 
The following lists are only recommendations, and you may 
want to add or remove tasks. You’ll also find these tasks in the 
built-in checklists, which you can change according to your 
needs. For more information on these checklists, see “Using 
Checklists” in Chapter 22.