This article explains how to view and edit budget details in Qoyod, the actions available on a budget, and how to display the table by fiscal year and period.
Path in Qoyod
Accounting › Budgets
Step 1: Access Budget Details
- From the “Accounting” menu, open “Manage Budgets”.
- Select the budget to view or edit.
- The budget details page appears with all the information set during its creation.
Step 2: Available Actions
- Import Data: to import additional data into the budget.
- Export Data: to export budget details as a PDF or Excel file.
- Archive Budget: the budget is archived and becomes non-editable.
- Reset: to reset all values.
Step 3: Budget Details
- Budget Name.
- Budget Type: Accounts.
- Fiscal Year: pre-selected.
- Display Periods By: monthly or quarterly.
Step 4: Budget Table
The table displays the accounts or items linked to the budget:
- Expand/Collapse items.
- Code: account codes.
- Names: account names.
- Column Split: by fiscal year and displayed period (months or quarters).
You can enter the estimated values for each account in each period; they are saved automatically.
