How do I use Firm Budgeting

How do I use Firm Budgeting?

Zola Suiteā€™s Firm Budgeting will allow you to create many budgets, specifying a budget figure for any applicable Profit & Loss accounts. These budgets can then be selected on the Profit & Loss Report, comparing them to the actuals and displaying the differences.

To create a new budget, navigate to the Reports tab within the Accounting section > Click Firm Budgeting.

Select the + icon on the far right of the budget list to create a new budget.

Budgets can be created by Month, Quarter, or Year. Additionally, multiple budgets can be created for the same interval.

The Profit and Loss report utilizes the budgets dropdown to overlay the budgeted figures with the current view.

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