Budget structure

The name of the budget structure is shown in WINPACCS Cloud, WINPACCS Accounting and WINPACCS Cashbook wherever budget lines can be selected.

Budget structure number

The budget structure number is assigned automatically and cannot be changed.

Mandatory entry

Here you specify whether a budget line of this budget structure must be assigned to each posting during the posting process or whether it is optional to select the budget structure.

Multiple selection possible

Here you specify whether several budget lines can be selected in a posting in WINPACCS Accounting and WINPACCS Cashbook. The amount can then be distributed as a percentage to the selected budget lines. If all other posting data is identical, this function replaces the splitting function in accounting.

The entries are made directly in the budget structure. Here is an example from WINPACCS Accounting:

In Project controlling, these entries are automatically displayed as individual reporting positions.

Monitoring of quantities

Here you specify whether the budget structure is used to enter quantities as well as amounts.

If the setting is activated, you can determine whether quantities can also be entered in it and specify a unit of measure, individually for each budget line. The units of measure available are defined in the organisational settings for Project controlling.

Only one budget structure can be used for monitoring of quantities per project. Once a budget structure has been used for monitoring of quantities, no other budget structure can be used for it during the entire project duration. Changes cannot be made at a later date.

Restriction on accounts

Activate this setting to link budget lines to cost and income accounts of the main chart of accounts. When posting in WINPACCS Accounting and WINPACCS Cashbook only the linked budget lines are then available, depending on the selected account. This setting helps to meet special donor requirements or to reduce combinations of accounts and budget lines that are incorrect content-wise.

If this setting is activated, the column Restriction on accounts is displayed on the Budget lines tab. Assign the appropriate accounts to the postable budget lines there. Cost and income accounts are available.

Change possible in Project controlling

Here you specify whether budget lines that were assigned in Project accounting can be corrected in Project controlling or can be changed for evaluation and analysis purposes.

The postings in Project accounting remain unchanged.

Postings to budget lines that are no longer postable can be reversed or reposted in WINPACCS Accounting

Activate this setting, so that postings to budget lines that can no longer be posted to, can still be reversed or reposted in WINPACCS Accounting.

If this setting is not activated, the budget line must first be marked again as postable in WINPACCS Cloud, in order to reverse or repost such postings in WINPACCS Accounting. This option is used, for example, to prevent reversals and repostings if the budget structure in question is forwarded to Company accounting via an interface and the budget line is blocked there.

This setting can only be edited at this point if it has not already been activated in the organisational settings.

Add budget level

Creates a further budget level. Up to four budget levels are possible.

Delete last budget level

Deletes the last budget level.

Budget level in other languages

Opens a window in which you can enter the name of the budget level in other languages.