accpac simply accounting 9.0 Benutzerhandbuch
Chapter 20: Daily and Monthly
User Guide 20–17
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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.
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.
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.
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.
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.
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.
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.
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.