ZigaForm version 5.3.5

Budget Adjustment Calculator

By |2021-07-27T12:23:45-05:00March 23rd, 2018|Comments Off on Budget Adjustment Calculator
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Introduction

This help topic covers the use of Total Office Manager’s Budget Adjustment Calculator as a way to update itemized budget account cells quickly.

Usage

As opposed to changing the value of individual cells one at a time, Total Office Manager’s Budget Adjustment Calculator makes it possible to adjust one or more cells very quickly.

Form Access

  • From the main menu, click Company | Budget List. This will bring up the list of every budget stored in Total Office Manager. Double click the Budget needing modified to see the itemized budget.

Budge List File Path

Sample Itemized Budget

Sample Itemized Budget

Step-by-Step to Access to Budget Adjustment Calculator

  1. Use your mouse to select any number of cells (cells must be contiguous). Simply click on the uppermost left-hand cell to highlight, and continue holding down the left mouse button as you move to the lowermost right-hand cell to highlight.  Release the mouse button.  All of the cells between the click and the release should now be highlighted.
  2. Right click anywhere on the highlighted cells.  The Budget Adjustments form will appear.
  3. Select the adjustment method to use.
  4. Enter an Adjustment Value.
  5. Click Apply to adjust the selected cells.

Fields and Button Definitions

Adjustment Options

Add/Subtract Percentage to All Selected Select this option to add or subtract a certain percentage to all cells that you have selected. Enter the appropriate amount into the Adjustment Value field. Example: Enter 10 to increase the existing number in each cell by 10%. Enter -10 (no quotes)  to subtract 10% from all selected cells.
Add/Subtract Fixed Amount to All Selected Select this option to add or subtract a certain amount to all cells that you have selected. Enter the appropriate amount into the Adjustment Value field. Example: Enter 10 to increase the existing number in each cell by $10.00. Enter -10.00 (no quotes)  to subtract $10.00 from all selected cells.
Set All Selected to a Specific Amount Select this option to make all selected cells one specific amount and enter the appropriate amount into the Adjustment Value field.

Example: Enter 10 to make all selected cells show $10.00.

Divide Annual Total Equally

(Affects Entire Year)

This option will divide the selection by the entire year (amount divided by 12).

Buttons

Apply Applies your changes and closes the form.
Cancel Closes the form without applying any changes. Note: Once you click Apply, those changes are immediately made and the Cancel button will not reverse the changes.

Tips

  • Once you click the Apply button, your changes can’t be reversed by clicking the Cancel button.

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