Job Budgets Module

Basic steps to process up to 5 years job budgets:

1: [Clear all Budget Data] will give the options to clear any of Budget, Forecast and Actuals.

2: Do full sync at login

3: Set dates for Last period actuals

4: Set date for first period of year 1. 

5: [Update from MYOB]

6: [Xls import to FCT] copies import to budget and forecast.

7: [Refresh] left hand table (button above)

8: Review data and export 

    a: [XLS Export]

    b: Open [Report Writer] to access list of reports available. 

PS: [Button label] represents a button to press