[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row column_structure=”3_4,1_4″ module_class=” et_pb_row_fullwidth” _builder_version=”4.16″ width=”89%” width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” custom_padding=”27px|0px|27px|0|false|false” make_fullwidth=”on” global_colors_info=”{}”][et_pb_column type=”3_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.2″ custom_margin=”||40px|||” global_colors_info=”{}”]<\/p>\n
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The overheads of the entire company can be planned clearly from one place, even by month. Model your expected company expenses by specific items or groups and collaborate with selected colleagues to plan them.<\/strong><\/p>\n Once the plan is complete and approved<\/strong> (status approved), the system automatically creates internal overheads <\/strong>from this forecast and the expected expenses for the year within them.<\/p>\n Everything is convenient, clear and easy.<\/strong><\/p>\n 1. In the left navigation menu, click on the Finance<\/strong> section. Comment: This option must be activated first. How to activate – see below (12)<\/strong><\/em><\/a><\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/Forecast_costs_1.png” title_text=”Forecast_costs_1″ show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.27.2″ custom_margin=”|40px|40px|||” box_shadow_style=”preset2″ global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.27.2″ text_font=”|300|||||||” custom_margin=”|40px|40px|||” global_colors_info=”{}”]<\/p>\n 4. Complete all details. Mandatory fields<\/strong> are red underlined<\/strong> (can be different by company\u2019s settings) [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/Forecast_costs_2.png” title_text=”Forecast_costs_2″ show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.27.2″ custom_margin=”|40px|40px|||” box_shadow_style=”preset2″ global_colors_info=”{}”]<\/p>\n 4. Choose\u00a0<\/span>Bill Reimbursement.\u00a0<\/strong><\/p>\n Pair<\/span> Purchase Invoice<\/strong> to the relevant Job<\/strong>. If you did right, you will see the value of Purchase<\/strong> Invoice<\/strong> in the Job<\/strong> overview.\u00a0<\/a><\/span><\/p>\n 5. Press SAVE<\/strong> button.<\/span><\/p>\n <\/span><\/p>\n [\/et_pb_image][et_pb_text _builder_version=”4.27.2″ text_font=”|300|||||||” custom_margin=”|40px|40px|||” global_colors_info=”{}”]<\/p>\n \u2013 Subject<\/strong>\u2013 fill in the subject of the first item. This subject will then also appear as the name of the Internal overhead.<\/span> [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/Forercast_costs_3.png” title_text=”Forercast_costs_3″ show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.27.2″ custom_margin=”|40px|40px|||” box_shadow_style=”preset2″ global_colors_info=”{}”]<\/p>\n 4. Choose\u00a0<\/span>Bill Reimbursement.\u00a0<\/strong><\/p>\n Pair<\/span> Purchase Invoice<\/strong> to the relevant Job<\/strong>. If you did right, you will see the value of Purchase<\/strong> Invoice<\/strong> in the Job<\/strong> overview.\u00a0<\/a><\/span><\/p>\n 5. Press SAVE<\/strong> button.<\/span><\/p>\n <\/span><\/p>\n [\/et_pb_image][et_pb_text _builder_version=”4.27.2″ text_font=”|300|||||||” custom_margin=”|40px|40px|||” global_colors_info=”{}”]<\/p>\n 11. Perfect! Your forecast is ready.<\/strong><\/p>\n If the Forecast is approved (approved status) you can now check the\u00a0 overhead budgets with all the details.<\/strong><\/p>\n [\/et_pb_text][et_pb_text module_id=”expense_forecast” _builder_version=”4.27.2″ text_font=”|300|||||||” custom_margin=”|40px|40px|||” global_colors_info=”{}”]<\/p>\n 12. How to activate Annual Operating Expense Forecast?<\/strong><\/span><\/p>\n Go to the\u00a0<\/span>Configuration<\/strong>\u00a0and under\u00a0<\/span>System configuration \/ Finance \u2013 bookmark \u201cCommon settings\u201d<\/strong> (1) is the option to activate Annual Operating Expenses Forecast (2).<\/span><\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/Forecast_config.png” title_text=”Forecast_config” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.27.2″ custom_margin=”|40px|40px|||” box_shadow_style=”preset2″ global_colors_info=”{}”]<\/p>\n 4. Choose\u00a0<\/span>Bill Reimbursement.\u00a0<\/strong><\/p>\n
2. Click on Forecasts<\/strong>.
3. Click on the Compose<\/strong> button and choose „Annual operating expenses forecast”<\/strong>.<\/p>\n
5. Subject<\/strong> \u2013 the subject of your Expense forecast.
6. The year<\/strong> \u2013 for which the Forecast is valid.
7. Currency<\/strong> \u2013 you can easily create a forecast in any currency. Just select currency first and then confirm.
8. Status<\/strong> \u2013 you specify the status of the Forecast. If you select the Processing status,<\/strong> the Forecast is not active<\/strong> \u2013 no Client overhead<\/strong> is created. If you select the Approved status<\/strong>, the forecast is active and Client overhead is created.<\/strong>
9. The financial table is the main part of the Forecasts.<\/strong><\/p>\n
\u2013\u00a0<\/span>Fill in<\/strong>\u00a0the planned<\/span> expenses <\/span>for each month<\/strong>. If the amouns are same for every month, you can easily copy the value by holding the bottom corner of the field and dragging into the other fields.<\/span>
\u2013\u00a0<\/span>Summary<\/strong>\u00a0\u2013 this field is used for\u00a0<\/span>short notes<\/strong>, which are then\u00a0<\/span>visible in the Internal overhead.<\/strong>
\u2013\u00a0<\/span>Category<\/strong> \u2013 choose the proper category for this Internal overhead<\/span>
\u2013\u00a0<\/span>Hierarchy \u2013\u00a0<\/span><\/strong>you can add another value to hel you to sort Intenal overhead budgets in the view.<\/span>
\u2013<\/span>\u00a0<\/span>Owner<\/strong> \u2013 is the owner of this Internal overhead.<\/span><\/p>\n