Budget Automation

When you want to grant budgets at regular intervals or make certain postings in a defined cycle, this can be accomplished easily using Budget Automation. If you only want to credit a user account once, you can also do this with a manual credit posting, see Manual Budgeting.

Budget Automation is when items are posted from a budget account into selectable accounts in a configurable cycle. It is also possible to have one-time postings made at a specified time. When this is done, page counters and/or account balances can be reset as desired.

You can set up as many automatic budgeting transactions as you like, which makes different posting scenarios possible. It would be possible, for example, to post a cumulative budget amount to all user accounts monthly. Furthermore, another automatic budgeting transaction could reset the accounts at the end of the year without a credit posting.

In the menu in the Web Administration, click Accounting > Automatic Budgeting.

Above the list view there is a search field with which you can search for automatic budgets. You can search for fragments of the name.

To create a budget, click the Create Budget button. The detail dialog for the automatic budget appears. Assign a name and fill in all the necessary details.

Field Description
Name Name of the automatic budget.
Amount Amount to be posted.
Reset account balance Before the posting, the account balance is reset to 0 (the account balance therefore equals the posted amount after execution).
Last execution Shows when budgeting was last carried out.
Execution interval Enter the execution interval here. When set to Never, the execution must always be started manually.
All user accounts If this switch is active, budgeting is executed for all user accounts. If it is not active, the assignment is made using keywords.
Keywords This field is only visible if the option All User Accounts is disabled. Enter the keywords of the users to whom the budgeting is to be applied. As input help, only keywords that have been used by at least one user can be specified. Once a keyword is entered, the affected users (who have at least one of the keywords used) are displayed, see also User List.

Automatic budgeting can be carried out manually - independently of the automatic execution based on an interval. To do so, click Run in the list view for the desired import.