WORKFLOW GUIDE

Budget versus actual

A useful budget connects estimates to the accounts and dimensions used in daily operations.

Essential steps

  1. 01

    Define the period and budgeted accounts.

  2. 02

    Allocate amounts across relevant months and dimensions.

  3. 03

    Compare actuals with budget and investigate variances.

Check before moving on

Work in the correct company and period. Review source documents, amounts and access permissions before posting or submitting.

Accounting and Atena