Simple Budget: Implementation Checklist
The following tables provide details you can use to ensure that the system is configured properly for the preparation of a simple budget.
| Form | Things to Check | Notes |
|---|---|---|
| Enable/Disable Features (CS100000) | Make sure that the Standard Financials feature has been enabled. | |
| Multiple forms | Make sure that the minimum configuration of the company has been performed, as described in Company Without Branches: General Information, Company with Branches that Do Not Require Balancing: General Information, and Company with Branches that Require Balancing: General Information. | |
| GL functionality | Make sure that the general ledger functionality has been implemented, as described in General Ledger: General Information. | |
| Ledgers (GL201500) | Make sure that the ledger to which the budget should be posted has been created, as described in Budget Ledger: General Information. | |
| Chart of Accounts (GL202500) | Check whether the necessary accounts have been created. | |
| Master Financial Calendar (GL201000) | Be sure that calendars for the financial years for which budgets will be created have been generated. |
Additional Configuration
The following table provides details of additional configuration needed for the preparation of a simple budget.
| Form | Settings to Check | Notes |
|---|---|---|
| Multiple forms | If your company uses subaccounts, the subaccounts have to be configured, as described in Subaccounts: Implementation Activity. |