Budgeting and explanation

At the end of the budgeting round, a document is sent to the Executive Board and the Supervisory Board so they can approve and adopt the multi-year budget. You now have the ability to create this document in Anago. 

The layout of the explanatory notes is specific to each board. You can create the layout yourself in the Accountability reports settings view. Click here to select the document’s layout (text fields and graphics).

You can change the layout of the Word document to your own layout. Click here for more information.

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Unfortunately, it is not possible to hide the empty rows in this file. As a workaround, you can set the consolidations that are not used to inactive. To do this, go to the General ledger accounts view and untick the Active column.

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This view also has the option to upload the document signed by the Supervisory Board.

The steps are as follows:

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1. Go to the Budget settings view to define the document’s layout.
2. Next, open the Budget and explanatory notes view and select the cost centre you are creating the report for or All to create the report for the foundation. (Users can only enter data for the cost centre they have authorisation for).
3. Select the cost centre and click on Finish.
4. Depending on the layout you selected, you can add explanatory notes.
5. Save the view when you have finished entering explanatory notes.
6. You can now export the document as a Word file by clicking on the Export button (sheet of paper with an up arrow).
7. You can upload the file signed by the Supervisory Board by clicking on the Documents button in the top bar.
8. Click on Add new document.
9. Enter a description.
10. Clicking on the up arrow opens a second view in which you can select the document. NOTE: The file must be a PDF!

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When you have finished configuring the Budget and explanatory notes view to your liking, you can export the view to a Word document by following these steps:

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1. Click on the Export icon in the top bar.
   
2. This opens a new view. Select the Word icon and click on Export.
3. The exported file displays at the bottom of the browser. Click on the exported file to open it.
4. Word does not automatically create the table of contents. Click on Edit. The table of contents is automatically created using the titles that were defined as headers.

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If you would like to export the data directly to your own template, email your board’s template to helpdesk.edu@anago.io. Make sure the template contains the following three pages:

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1. Cover sheet
2. Table of contents
3. Empty page

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