Budget headings

Budget headings are used to organise the Budget Accounts, so that they can be sorted and amounts appropriately sub-totalled in reports. You can also search by budget heading to find accounts. Therefore it is important to name and set up budget headings logically. For example, you may set up separate Budget Headings for Teaching Staff, Non-Teaching Staff and Premises Costs, or you may choose to name your Budget Headings to be similar to CFR Codes.

From the Records menu you can access the Budget records area; on the Budget headings tab you can:

• Find and view budget headings
• Create a budget heading
• Edit a budget heading
• Delete a budget heading

To find and view budget headings

1. From the Records  menu choose Budget records and click the Budget headings tab.
   The  available Budget headings are listed in the left pane.
   
2. To find the budget heading you want, scroll through the list, or enter all or part of its Code or Description in the Quick search box and click .
   If you enter at least two characters, Arbor Finance will auto search after a second or two.
   For a more precise search you can use the Advanced option.
3. Click on the budget heading to select it.
   Information for this budget heading is displayed in the right pane.

To create a budget heading

1. On the Budget headings tab of the Budget records window, click Add.
2. Enter a suitable Budget Heading short code (e.g. 10TEACH or 92INC). This must be unique.
3. Enter a Full Description for this budget heading.
   Note that some reports will display this description in place of the short code.
4. Click Save (or Cancel).

To edit a budget heading

1. On the Budget headings tab of the Budget records window, from the Budget headings list select the one you want and click Edit.
   Editable fields are shown in green type.
2. Make any changes you require to the Budget Heading and Full Description fields.
3. Click Save (or Cancel).

Any changes made to a budget heading are automatically updated to its linked budget accounts.

To delete a budget heading

Note: A budget heading cannot be deleted if it has been associated with any budget accounts.
In this instance, you must remove the budget heading from the particular budget accounts before deleting the budget heading.

1. On the Budget headings tab of the Budget records window, from the Budget headings list select the one to delete.
2. Click Delete and then Yes to confirm.