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Creating a manual budget transaction is a simple process. Through this process, you can create a transaction for expenses not covered by work orders or purchase orders. The following steps will help you create a manual budget transaction:

This article applies to + Professional and + Enterprise.

1.  After Logging into your ManagerPlus account, click on the Modules tab and then click on the Transactions icon in the main ribbon.

2.  On the left panel, click on the green New icon.

3.  Complete the appropriate fields

4.  When you have finished Step 3, click on the Save icon.

Useful Links to Related Articles:

To learn how to Create a Budget, click here.

To learn how to Add a Previous Year’s Budget, click here.

To learn how to Delete a Budget, click here.

To learn how to Create a Budget Group, click here.

To learn how to Estimate a New Fiscal Year, click here.

Glossary:

Field Descriptions    *indicates a required field

Description of Terms:

Transaction #: The transaction number is the number that is automatically assigned by ManagerPlus. Each transaction is given a unique identification number.

*Entry Date: The entry date is the date of transaction. ManagerPlus automatically uses the current date, but you can edit it manually or pick a different date in the drop-down calendar.

*Budget: The budget feature is the budget you want to assign the transaction to. For the budget feature to be accurate, you must select the correct budget for the transaction.

*Type: This is the type of transaction. Transactions will either be Credit or Expense

*Amount: This will be the amount of the transaction.

Description: This is an optional feature. This will give you the opportunity to give an additional description of the transaction.

Asset ID: This is a unique number that identifies the asset (if the transaction is related to an asset).

Vendor: This will define what vendor is assigned to this transaction.

Invoice #: If an invoice is to be used, this is where you will place that number.

Invoice Date: This is the date of the invoice used for the transaction.

Check #: If a Check is used for this transaction, this is the place to insert the Check number.

Check Date: If a Check is used for this transaction, this is the place to insert the Check date.

Transaction Date: This is the date that ManagerPlus uses to calculate the fiscal year for the transaction records. You can select from:

Invoice Date: Date of the Invoice associated with the transaction.

Check Date: Date of the Check used for the transaction.

Entry Date: Date the transaction was entered.