Note: This function is available in Power Budgets Only.
The Phoenix budget can be edited as a number of related but independent budget sheets. In this way, each section of the budget can be manipulated independently yet all contributing to the one overall cashflow.
When you add a new sheet to a budget, Phoenix will create a sheet called Sheet # (where the # represents the new number of sheets used in the budget), which you can rename as you like. Two further sheets will be created called Overheads and Totals unless they are already present. Sheet 1, Sheet 2 etc. and Overheads are available for separate enterprises, cost centres, or management units. Data on any of these three sheets will be accumulated on the Totals sheet. Further sheets can be added to the budget at will. Any of these sheets except the Overheads and Totals sheets can be renamed to suit its intended use. The totals sheet cannot be edited directly, but must be altered through the contributory sheets.
Individual sheets contributing to the budget will not display totals lines for any of the budget accounts, (these being seen only in the Totals sheet), but will display totals for planning tables used on that sheet. Accounts used on any sheet of the budget are available to all sheets, but planning tables are only available to the sheet where they were created.
An individual sheet within a budget can be configured to not contribute to the totals sheet. This is useful to display a cashflow for reference while developing the budget. If a totals sheet is created or exists for a budget, then by default other sheets will be linked to it. This link is identified by a blue dot on the sheet’s tab. Right click on a sheet’s tab to unlink it.
The tab for the currently selected sheet is shown dark, and as on top. The Totals sheet if available has a blue title.
Two separate budgets can be displayed on the screen simultaneously. Each of these budgets will contain at least one sheet, and may also have a totals sheet. The two budgets are completely independent of each other, and may even span different time periods.
By default, multiple sheets are displayed as overlaid sheets accessible by a series of tabs on the bottom of the screen. If two separate budgets are active then there will be two rows of tabs. These sheets can be viewed simultaneously by either tiling, or cascading the sheets.
When sheets are tiled, all available sheets not currently minimised will be arranged on the screen as space is available. If some sheets are minimised, then the screen is tiled again, only those sheets not minimised will be arranged on the screen as space allows.
When a second budget is opened, a new tab bar will be displayed on the bottom of the screen below the current tab bar. This new tab bar will carry a new background colour. When sheets from the second budget are displayed, the default sheet colour will change to the colour of the new tab bar. This clearly identifies those sheets belonging to each budget.
To Save an Individual Sheet as a Budget File
Altering Budget Periods with Multiple Sheets
Multi Account Concepts with Multi Sheets
GST Concepts with Multi Sheets
Nominate the GST Status of your Budget in Power Budgets
