Spread a GL Budget

To spread a GL budget, select the Spread Budget button ( ) on the GL Budgets window.

Choose a budget to be spread over the year using the Search Criteria. Click the Search button to load this budget into the spread tool.
Select a Spread Method. Choose from:
- Use Formula - spread the budget according to a pre-defined formula.
- Straight Line - distribute the spread evenly throughout the year.
Click Spread. The resulting spread will display in the grid. These figures can still be manually edited if need be.
Click OK to apply this spread to the GL budgeting tool.

Formula Method

If the Formula method is to be used, click the Formula button to load, edit or create a formula to apply to this spread:

The Setup Formula window opens. If no previous formulas have been defined, click the New button to create one. Alternatively, select an existing formula from the grid.
Give the new formula a name and a brief description for future reference.
In the grid, define the spread for the financial year by entering them adjacent to the month. These figures are in a percentage for the annual budget. Click Save to save this new spread.

Use the Straight Line Spread Method to distribute the spread evenly throughout the year:

Enter the total combined budget amount for the year into the Straight Line field.
Click the Spread button to spread this amount to selected account.