# Budget ### **Detailed Module Guide: Budget Entry by Dimension** #### The following modules are tools for inputting or viewing final budget data from various perspectives or dimensions. #### **Module Locations** - #### General Ledger > Budget > **Set COA Budget** - #### General Ledger > Budget > **Set CC Budget** - #### General Ledger > Budget > **Set Activity Budget** - #### General Ledger > Budget > **Set Project Budget** - #### General Ledger > Budget > **Set Budget Matrix** #### **General Module Objective** #### After the final budget is established via the **Master Budget** module, this group of modules is used to allocate and view that budget data based on different dimensions. This allows for more in-depth analysis and control. ### **1. Explanation of Each Budget Dimension** #### Although the interfaces are similar, each module has a specific focus: - #### **A. Set COA Budget** - #### **Focus:** Managing the budget by expense account. For example, to view or enter the total budget for "Electricity Costs" across the entire company. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/b7Uimage.png) - #### **B. Set CC Budget** - #### **Focus:** Managing the budget by department or Cost Center. For example, to view or enter the total budget for the "IT Department" across all of its expense accounts. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/M7Gimage.png) - #### **C. Set Activity Budget** - #### **Focus:** Managing the budget by a specific business activity. For example, to view or enter the total budget for the "New Product Launch Promotion" activity. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/vnBimage.png) - #### **D. Set Project Budget** - #### **Focus:** Managing the budget by a specific project. For example, to view or enter the total budget for the "New Warehouse Construction Project."![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/zWPimage.png) - #### **E. Set Budget Matrix** - #### **Focus:** Managing the budget by combining two or more dimensions in a single view (e.g., Expense Account vs. Cost Center). This is the most efficient way to input budget data in bulk. #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/uNXimage.png) ### **2. General View and Usage Steps** #### These five modules share an identical initial view: a filter page to specify the budget data you want to view or edit. #### **Filter View Explanation** - #### **Budget Period:** A dropdown menu to select the budget year to access. - #### **Budget Version:** A dropdown to select the budget version. This is useful if the company has multiple budget scenarios (e.g., Version 1 - Target, Version 2 - Realistic). - #### **Search:** The button to display the budget data after the period and version have been selected. #### **Standard Usage Steps** 1. #### **Select Period and Version:** Choose the appropriate **Budget Period** and **Budget Version** from the dropdowns. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/Yznimage.png) ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/P3aimage.png) 2. #### **Display Data:** Click the **Search** button. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/9pUimage.png) 3. #### **Enter or View Budget:** After clicking **Search**, the system will display a table or matrix. You can enter budget amounts in the cells corresponding to the intersection of the dimensions you have chosen (e.g., the intersection of an Expense Account and a Month, or a Cost Center and an Expense Account). ### **3. Tips & Important Notes** - #### **Data Interconnectivity:** These modules are interconnected. Entering data via the **Matrix Budget** (e.g., for the 'Office Supplies' Account in the 'Finance' Cost Center) will automatically update the total budget in the **COA Budget** (for the 'Office Supplies' Account) and the **CC Budget** (for the 'Finance' Cost Center). - #### **Input Efficiency:** Use the **Matrix Budget** module for the most efficient data entry, as it allows input for multiple dimensions at once on a single screen. - #### **Budget Version:** Always ensure you are working on the correct **Budget Version** to avoid data entry errors. - #### **Authorization:** These modules are generally accessed by the Finance, Accounting, or Cost Planning Control teams responsible for the company's overall budget management.