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

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

Comments

  • Bruce
    Bruce Member Posts: 439 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
    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: 439 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
    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: 439 Professional Partner Professional Partner
    edited September 2020
    I don't think you can build the budget expressing everything terms of items.