.. include:: aliases.rst
Account Level Budget 
=====================

Through this function users can begin to calculate, review, and edit
account level budgeting.

Setting up Account Level Budget
-------------------------------

Turn on Account Level Budget Option
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    Go to **Setup**, choose **Company**, and select **Company Options**
    tab.

    Check the box for “Use account level budgets”.

    If you already have a Demographic Item setup, please select the
    demographic item you wish to use for this company. Otherwise, press
    the Add button to create new Demographic Item.

    |image770|

    Figure 618: Company Option tab with Use Account Level Budget option

Set up an Account for Account Level Budget
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    If the demographic item has not been set up:

-  First, create a Demographic Category and give it a type of Account.

-  Create a Demographic Item with Account Demographic Category, and give
   it a multiplier value.

    Open the desired account in Control Panel. Once here, select
    Demographic Tab and add a new Demographic Item.

    Finally, select the correct information created in the above steps
    and add a desired value you wish to charge the account.

    Note: Please refer to Demographic section under Account Wizard under
    Customer Control Panel for instruction on how to create Demographic
    Category and Demographic Item.

Update Budget Process
---------------------

1. From Menu Bar, select **Billing**>\ **Calculations**>\ **Account
   Level Budgets.** A dialog box will appear.

    |image771|

    Figure 619: Update Budget Process

1. Select the desired **Limit options**, such as Route or Cycle

2. Click **Add** and add the desired Code Filter to further limit the
   accounts that are being processed

3. Click the drop down list arrow and select the applicable **Action.**
   Options for Action include:

   -  **Calculate New Budget**: This option will calculate a new budget
      by requesting a minimum account. Clicking **Process** will then
      calculate a new budget for every account covered by the **Limit
      Options**.

   -  **Review/Edit Budget**: This option allows the user to review
      budgets that were calculate in **Calculate New Budget**. A new
      screen will appear with the title “Review/Edit New Budget”, which
      will be discussed in the next section.

   -  **Update Budget**: This option will update the calculated budgets
      for all the accounts covered by the Limit Options. Click
      **Process** when you are ready to update budgets.

4. Enter the minimum amount the user will be charged in **Minimum
   Amount** text box.

Review/Edit Budget
------------------

Review/Edit Budget screen allows user to review and edit new budgets
that have been calculated by the Account Level Budget process.

|image772|

Figure 620: Review/Edit New Budget Screen

Available information:

-  **Actual charges**: Total charges on the Account (excluding tax)
   divided by the number of bills.

-  **Budget charges**: The **Actual charges** added to 1/12\ :sup:`th`
   of the Current balance.

-  **Budget balance**: Unpaid budget divided by 12.

-  **Current balance**: The full current balance on the account
   (including tax).

-  **Calculate budget**: The **Budget charges** added to **the Budget
   balance**. This number is rounded to the nearest dollar amount.

-  **Route No.**: Route number for the information found on the same
   row.

-  **Location No.**: Location number for the information found on the
   same row.

-  **Account No**.: Account number for the information found on the same
   row.

-  **Name**: Customer name for the information found on the same row.

-  **Old Budget**: The Demographic Value that has been added to the
   Account

-  **New Budget**: Same as Calculated budget.

Available actions:

-  The user may simply review the entries in the grid and press
   **Close** to continue the process.

-  The user may also edit the New Budget column in the grid and **Save**
   the changes.

-  The user may **Delete** the currently selected row from the
   calculated budgets.

-  The user may **Delete All** of the rows from the calculated budgets.

-  The user may **Print** a report that shows the information in the
   grid in a printable format.