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Accounting Pro — Close · Budgets (how to use)

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Close · Budgets

Module: Accounting Pro

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Accounting Pro.
  3. Click Close · Budgets.
  4. Direct route (for admins): admin/accounting_pro/accounting_pro_budgets

What this screen is for

Plan and track budget vs actual.

How to use — step by step

  1. Create budget for fiscal year/period.
  2. Enter amounts by account or cost center.
  3. Approve budget if workflow exists.
  4. Run budget vs actual report during the year.

Common buttons & actions

  • Copy budget
  • Approve
  • Budget vs actual report

Required permissions

Staff need the accounting_pro_budgets feature with: view, create, edit, delete.

Assign under Setup → Staff → Roles → Permissions.

Related guides

See the Accounting Pro overview for module-wide workflows, API, and setup.

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