Can I create a project and budget in Reckon Accounts Enterprise 2020

Mark Goode
Mark Goode Member Posts: 3 Novice Member Novice Member
edited September 2020 in Reckon Accounts (Desktop)
Can I create a project and budget in Reckon Accounts Enterprise 2020

Comments

  • Bruce
    Bruce Member Posts: 446 Professional Partner Professional Partner
    edited September 2020
    If you treated the project as a class, you can record all income and expense relate items of the project as belonging to this class.   You can also create budgets for a class
  • Mark Goode
    Mark Goode Member Posts: 3 Novice Member Novice Member
    edited September 2020
    Thanks Bruce. 
    How do I create a budget within the new Class? Incidentally I have  fair bit of fiancne system experience, but have never used reckon. Thanks
    Mark

  • Bruce
    Bruce Member Posts: 446 Professional Partner Professional Partner
    edited September 2020
    in the menus go Company/Planning & Budgeting/Set Up Budgets
    You will get a prompt from there
  • Mark Goode
    Mark Goode Member Posts: 3 Novice Member Novice Member
    edited September 2020
    Perfect Thanks Bruce. So far so good. 
    The new budget format is based on accounts. IE Payroll, materials etc. However this company tenders and manages $ using their Item list. IE prelims = .100, Project manager = .101. Can I build the budget using items? Thanks in advance. Cheers, Mark
  • Bruce
    Bruce Member Posts: 446 Professional Partner Professional Partner
    edited September 2020
    I don't think you can build the budget expressing everything terms of items.