Budget at the cost unit level

In Anago, you can budget at the cost unit level. Follow the below steps:

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1. Go to the General ledger accounts view and open the Particularisation tab.
2. In the Particularisation column, tick the GL accounts for which you want to create a budget at the cost unit level. The text ‘cost unit’ will display in the Title particularisation column. A pencil displays in the Cost units column:
3. You can then select one or more cost units in the second view:
4. In the Other income and expenses view, clicking on an input cell for the corresponding GL account opens a second view where you can enter the budget amount:

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Turning off budgeting at the cost unit level

If you have budgeted at the cost unit level during the budget process, but do not want to use it in the following years, you can adjust this. The settings can be adjusted in the General ledger accounts view. The budgeted amounts per cost unit will be added up to one amount on cost unit 'Unspecified'. The remaining cost units will be emptied.