Instructions

  1. Select Finance - Nominal from the Caliq menu.
  2. Select F9 Nominal Structure.
  3. Select F6 Budgets & Forecasts.
  4. Select F6 New Budget.
  5. You will be presented with a Create New Budget For dialogue box.


  6. From the Year dropdown, select the appropriate year for the new budget.
  7. In the Version field, enter a number to set the version number. 
  8. Select F5 Create Budget.
  9. A new budget has now been created. Until it is implemented, it will be in Provisional status. You will be presented with a screen as follows:


  10. The budget is now created and is ready for editing. 
  11. Select F5 Edit Budget. You will be presented with a screen as follows:


  12. Click into the grid next to any Nominal Account for the relevant period and enter your budget figures.
  13. Once complete, select Back.
  14. To activate the budget, select F8 Implement Budget. 


Top Tip:

Whilst editing the budget grid, the following tools may be useful:

  • F5 Copy Amount - This function will copy the figure entered into the grid across all periods, reducing the requirement to manually key this in all other NL boxes.
  • F6 Spread Amount - This function will spread the figure entered into the grid across all periods, reducing the requirement to manually key this in all other NL boxes.