Financial Budget User Manual

Financial Budget User Manual

Financial Budget User Manual

Version: V.1.0.44.2
Prepared by: Issac
Date: May 20, 2026

Table of Contents

  1. Introduction
  2. System Requirements
  3. Logging In
  4. Main Features and Functions
    • 4.1 Financial Budget Landing Page
    • 4.2 Creating Financial Budget Entries
    • 4.3 Managing Existing Budget Records
    • 4.4 Upload and Download Functionality
  5. Troubleshooting Common Issues
  6. FAQs
  7. Support

1. Introduction

The Financial Budget module is used to define and maintain the budget allocation for General Ledger (GL) accounts for a specific fiscal year. This module helps organizations plan and monitor financial budgets period-wise for better financial control and reporting.

2. System Requirements

  • Browser: Chrome 90+ or Firefox 85+
  • User Role: Finance User / Finance Admin Access

3. Logging In

  1. Navigate to the ZEALIT login page.
  2. Enter your username and password.
  3. Select the Financial Budget module from the dashboard menu.

4. Main Features and Functions

4.1 Financial Budget Landing Page

  1. The landing page displays all previously created Financial Budget entries in a grid format.
  2. Actions such as Edit and Copy are available against each entry for quick management.
  3. Filter options are available to search records GL-wise.
  4. Inline filters within the grid can also be used for finer filtering and quick data retrieval.

4.2 Creating Financial Budget Entries

To create a new Financial Budget entry:

  1. Click on the Create/New button.
  2. Enter the following details:

Required Fields

  • Year
    Specify the financial year for which the budget is applicable.
  • Period
    Specify the financial period (month) for which the budget is applicable.
    Example:
    • If the financial year is from April to March:
      • Period 1 = April
      • Period 2 = May
      • Period 3 = June
      • and so on.
  • GL Code
    Select the GL Code for which the budget is being created.
  • Notes
    Enter any special remarks or notes related to the budget entry.
  1. After entering all required details, click the Submit button to save the entry into the system.
  2. The Clear button can be used to clear all entries added during the current session before submission.

4.3 Managing Existing Budget Records

  1. Existing Financial Budget entries can be viewed in the grid.
  2. Use the Edit option to modify existing budget details.
  3. Use the Copy option to duplicate an existing entry and make necessary adjustments.
  4. Utilize filters for easier searching and management of records.

4.4 Upload and Download Functionality

  1. Download Option
    • Users can download Financial Budget data for reporting or offline updates.
  2. Upload Option
    • Users can upload budget data in bulk for efficient handling of large datasets.

These features help reduce manual entry effort and improve operational efficiency.

5. Troubleshooting Common Issues

IssueSolution
Unable to save Financial Budget entryEnsure all mandatory fields are entered correctly
Incorrect period mappingVerify the financial year setup and period sequence
GL Code not availableConfirm the GL Code is active and mapped correctly
Upload failureCheck file format and ensure mandatory columns are filled

6. FAQs

Can multiple budgets be created for the same GL Code?

Yes, budgets can be created period-wise for the same GL Code within a financial year.

What does the Copy option do?

The Copy option duplicates an existing budget entry to reduce manual data entry.

Can I upload budget entries in bulk?

Yes, the Upload option allows bulk upload of Financial Budget data.

What happens when I click the Clear button?

The Clear button removes the unsaved data entered during the current session.

7. Support

For further assistance, contact the IT Help Desk at:
helpdesk@aggrandizeventure.zohodesk.in

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