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Creating a Budget with Jet Budgets


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Overview

Jet Budgets provides a powerful yet flexible tool to assist you in the processes of starting, adding information to, and managing your budgets.

Let's start by looking at how easy it is to create a budget with either Dynamics NAV or Dynamics GP

Creating a Budget for Dynamics NAV

  1. Once we've logged in to Jet Hub and navigated to the Budgets section...

     

    budget00.png

    We can click New Budget

    budget01.png
  2. We are then prompted to enter the basic information about this specific budget.

    budget02.png

    We'll give the budget a name and description, select our NAV data source and company, and provide the date range for the budget.

    budget03NAV.png
  3. Next, we are presented with the defined NAV dimensions - from which we can select those by which we want to budget

    budget04nav.png
  4. Once we click Create, the budget is created...

    budget06nav.png

    and we can continue with our budgeting process.


Creating a Budget for Dynamics GP

  1. Once we've logged in to Jet Hub and navigated to the Budgets section...

     

    budget00.png

    We can click New Budget

    budget01.png
  2. We are then prompted to enter the basic information about this specific budget.

    budget02.png

    We'll give the budget a name and description, select our NAV data source and company, and provide the date range for the budget.

    budget03gp.png
  3. Next, we are presented with a list of the segments that are currently being used within our GP database.

    budget04gp.png
    from that list, we need to select which of the segments represents the main or "natural" G/L account number.
  4. Next, we need to select any other segments which we want to use within our budget - based on how the segments are used within our organization.

    budget05gp.png
    for example: segment 1 may represent department, segment 3 may represent location, any remaining segments may or may not represent other organizational information for which I need to budget.
  5. Once we click Create, the budget is created...

    budget06gp.png

    and we can continue with our budgeting process.


 

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