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What are budgets? And how do I set them up?

Budgets serve to limit maximum expenditure within a defined period. They are a central tool for cost control and planning and can be set up either on an account assignment basis or on a user basis.

Types of budget

Account-assignment-based budgets

  • Always linked to a cost centre (account assignment value)

  • Enable classic cost management on the basis of planning

  • Ideal for companies that want to manage budgets by organisational units or projects

User-based budgets

  • Can be assigned to individual users, groups or all users

  • Important: A mixture of the assignment options is not possible

  • Can be used with and without ECLASS

  • Examples:

    • PPE budgets (personal protective equipment)

    • Canteen budgets for individual employees

 

Step-by-step instructions

  1. Navigate to Settings > Budgets

  2. Click Create budget

  3. Choose between:

    • Accounting budget

    • Individual budget

  4. Define the name, period, budget limit, account assignment type and account assignment value

  5. Save the settings

budgets

 

Summary

Budgets help to manage expenditure and make costs transparent. There are two main types: accounting-based (cost centres) and user-based (individual assignments). They are set up via Settings > Budgets > Create budget.

 

Instructions for administrators