Setting the budget
To enter budgets into DPS selected nominals go to:
Nominal Ledger, Nominal Accounts, tick Show Zero Nominals
Double click on a nominal to open the Edit Nominal Account screen
From the Apply options at the end of the screen, select your budget type and click Calculate. Save.
Report on the budget and variances
Go to, Reports, DPS Reports, Nominal tab, Balances Report> Select, Profit and Loss or Balance Sheet.
Select the date range and click Show Report
When the report results appear, at the top left of the report, select File, Export to excel raw data then edit the excel report to suit your needs.
If you are still having issues, please ask a question in the MyAccess Portal Digital Assistant and ask to "Speak to a human" to be put through directly to our support team.