You may enter budget figures for specific dates and / or periods. For example, if you need to budget 5,000.00 for a special event, on 31 May 2021 - extra sales for a special promotion sale, you may add that. 

To enter budget figures for special events:

  1. On the Setup ribbon, select Setup → Accounts.
  2. Select the “Sales” account. On the Budget tab, click on the button to create a new record.
  3. The system date will automatically be displayed. Enter or select the date (i.e. “2020/05/31”) for the special event.
  4. Enter the amount for the  budget (i.e. “–5000” ) in die “Amount” column.
  5. Enter the reference (e.g. “Sale” ) in the “Reference” column.
  6. Enter the description (e.g. “Special promotion” ) in die “Description” column.
  7. Click on the button to save the new budget for “2020/05/31”.
  8. Click on the Save button.

If you do not click on the Save button, any budget figures entered, or changed, will not be saved.