1. In the toolbar, click Contacts drop-down and choose Employees. The Find Employees screen appears.
2. In the Search for field, type the employee code and click Search. The Employee record appears.
3. Double click the Employee name to open the record. The Employee record appears.
4. Click the Budget tab. The Budget tab appears.

5. From the drop-down, select the Budget Year. The Budget Year displays.

6. Click Add. The data entry fields appear for the 1st month of the accounting year.
   

7. Enter the budget amounts for the employee for the 1st month.

8. Click Add to add the next month.

9. Enter the budget amounts for the employee for the next month.

   UI Text Box
   type note
   Refer to the Budget Amount fields table below for an explanation of each field.

10. Repeat Steps 8-9 until budgets are entered for the full accounting year.

11. Click OK to close the employee record.

Budget Fields

Another way to create budgets is to use the Employee Budget Export / Import utility.

With this option, you can:

• Add some budgets figures for 1 specific employee.
• Export the employee's budget data.
• Edit the exported data in Excel; adding budget figures for other employees.
• Once the changes are saved, import the data from updated file.

Follow these steps:

1. In AE/AO, add budget data for the first 2 months for an employee, following the steps above in To update the employee budget individually.

2. Export the budget data, noting the location of the saved file.

   UI Text Box
   type info
   The employee reference in the export file is based on the U/Name field which is found under located in the Employee > Main tab. The value in this field is case sensitive.

3. Open the file in Excel.
4. Remove the total line from the export file.
5. Add budget data for the original employee as well as for other employees. (In this case, we added 4 months of data for ds and added 6 months of budgets for lr).
   
6. In Excel, select File > Save As and change the type to either 97_2003 workbook (*.xls) or Comma delimited file (*.xls).
7. In AE/AO, import the budget data.
8. To check the imported data, open the employee record and click the Budget tab.
   
   
9. Repeat Step 8 for other employees (if applicable).
10. Click OK to close the employee record.
    
    

1. In the toolbar, click Contacts drop-down and choose Employees. The Find Employees screen appears.
2. In the Search for field, type the employee code and click Search. The Employee record appears.
3. Double click the Employee name to open the record. The Employee record appears.
4. Click the Budget tab. The Budget tab appears.

5. From the drop down, select the Budget Year. The Budget Year displays.

6. Select Auto Fill. A message Do you wish to populate the current Budget with default figures for the Employee's Category? appears.

   
   

7. Click Yes at the message prompt. The employee budget figures are auto filled from those entered against the employee category.

8. Modify the amounts if the values should vary month to month (if applicable).

   UI Text Box
   type note
   Refer to the Budget Amount fields table below for an explanation of each field.

9. Once finished, click OK to close the employee record.

Budget Fields

Perform the following steps in AE PM:

1. From the main menu, go to Maintenance > Employee > Employee Category Timetables. The Employee Category Timetables window appears.
2. From the Employee Categories drop- down, select the relevant Employee Category. The Employee Category is selected.
3. On the Tasks pane, select Define. The Default Budget Figures <employee category> window appears.
   
   
4. Enter the budget values required for the employee category and click OK.

Budget Amount Fields