This article explains how to add, edit and delete Budget Profit & Loss in Unity® Practice Management.

How to Access the Maintenance Option

1. Open the Accounts program.
2. Click the Maintenance icon.
3. Double-click the Budgets Profit and Loss option.

When you open the Budgets Profit and Loss option, you will see the following tabs:

• Nominal Budgets
• Bill Budgets
• Fee Earner Budgets

 How to Edit  the Bills Budget Tab

1. Click on the Bills Budgets tab.
2. Select a Bill Branch.
3. You can edit the following options:
   • The Year Split option allows you to enter a single annual budget amount, which will be evenly split across all 12 months. Simply enter the total amount and click Go, and the system will distribute the amount equally in the column you selected.
   • The Adjust% option allows you to enter a percentage adjustment figure. Enter the percentage and click Go, and the adjustment will be applied to the column you selected.
   • The main window displays the individual budget amounts. These amounts can be edited; simply click on the budget amount you wish to edit and enter the new amount.
4. Click Apply to save your changes.

How to Edit Fee Earner Budget

1. Click on the Fee Earner Budgets tab.
2. Select a Branch.
3. Select a Fee Earner.
4. You can edit the following options:
   • The Year Split option allows you to enter a single annual budget amount, which will be evenly split across all 12 months. Simply enter the total amount and click Go, and the system will distribute the amount equally in the column you selected.
   • The Adjust% option allows you to enter a percentage adjustment figure. Enter the percentage and click Go, and the adjustment will be applied to the column you selected.
   • The main window displays the individual budget amounts. These amounts can be edited; simply click on the budget amount you wish to edit and enter the new amount.
5. Click Apply to save your changes.

How to Edit Nominal Budgets

1. Click on the Nominal Budgets tab.
2. Select a Branch.
3. Select a Nominal.
4. You can edit the following options:
   • The Year Split option allows you to enter a single annual budget amount, which will be evenly split across all 12 months. Simply enter the total amount and click Go, and the system will distribute the amount equally in the column you selected.
   • The Adjust% option allows you to enter a percentage adjustment figure. Enter the percentage and click Go, and the adjustment will be applied to the column you selected.
   • The main window displays the individual budget amounts. These amounts can be edited; simply click on the budget amount you wish to edit and enter the new amount.
5. Click Apply to save your changes.

Create Budget Records Option

When a new nominal is entered in the system, no budget figures exist. Running this option will create twelve budget records for each Nominal, Bill Branch, and F/E.

Follow the steps below to access this option:

1. Click Options on the top toolbar.
2. Select the Create Budget Records Option.

Calculate Last Years Actuals Option.

This option recalculates the previous year’s actual figures for every bill and nominal and compares the results with figures displayed in the budgets program.

Follow the steps below to access this option:

1. Click Options on the top toolbar.
2. Select the Calculate Last Years Actuals option.

Show Balance Sheet Nominals Option

Follow the steps below to access this option: 

1. Click Options on the top toolbar. 
2. Select the Show Balance Sheet Nominals option.