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How can I create company budgets in Zoho ERP?

To create a company budget,

  • Log in to your Zoho ERP organisation.
  • Click Accounting on the left sidebar.
  • Navigate to the Budgets dropdown in the Modules bar and click Company Budgets.
  • Click + New Budget in the top-right corner.
  • Enter the details such as Name, Fiscal year, Budgets period.
  • If you want to associate reporting tag to the budget, click Create this budget for a specific reporting tag and associate the tag under Select Tag.
  • If branching is enabled, select the branch for which budget is created in the branch field.
  • Select the Income and Expense Accounts.
  • If you want to include Assets, Liabilities, and Equity accounts in your budget, click the Include Assets, Liability, and Equity Accounts in Budget option.
  • Click Create Budget.
  • Next, you can record the budgets for the account selected.
  • Click Save.