How to manage Company Weekly Budgeting in ALZERP?

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Company Weekly Budgeting in ALZERP

This feature allows you to set up and manage your company's weekly fixed expenses within the ALZERP cloud ERP software. Here's a breakdown of what each section does:







Weekly Fixed Expenses Setup:

  • Subsidiary Account: This is a broad category your expense falls under. In this example, "OPERATING EXPENSES" is selected. You'll likely have a dropdown menu with various expense categories.
  • Control Account: This is a more specific category within the Subsidiary Account. Here, "SALARIES EXPENSES (EMPLOYEE)" is chosen, indicating the expense is related to employee salaries.
  • A/C Head: This refers to the specific employee or department incurring the expense. Here, "ALI QAHTANI (BRANCH MANAGER)" is selected. There might be a dropdown menu with employee names or departments depending on your setup.
  • Weekly Amount: Enter the fixed weekly amount for this expense.
  • Link Expense with a Store: Assign the expense to a particular store location. In this case, "JEDDAH (MAIN WAREHOUSE)" is chosen. You'll likely have a dropdown menu with your store locations.
  • Status: Set the expense to "Active" if it's a recurring weekly cost, or "Inactive" if it's a one-time expense or no longer applies.

Saved List of Fixed Expenses:

This section provides a summary of your saved weekly fixed expenses. It will likely be a table with the following columns:

  • Sl.: Serial number for each expense entry.
  • Head ID: Unique identifier code for the expense.
  • Accounts Head: The name of the employee or department incurring the expense (e.g., ALI QAHTANI (BRANCH MANAGER)).
  • Amount: The fixed weekly amount for the expense.
  • Active: Indicates if the expense is currently recurring ("Active") or inactive ("Inactive").
  • Store Name: The store location associated with the expense (e.g., JEDDAH (MAIN WAREHOUSE)).
  • Edit/Delete: Buttons to modify or remove the specific expense entry.

This feature helps you manage your company's budget by:

  • Centralized Management: View and manage all your weekly fixed expenses in one place.
  • Categorization: Organize expenses by category, control account, and employee/department.
  • Store Allocation: Track expenses associated with specific store locations.
  • Easy Monitoring: Quickly see a list of your active and inactive expenses.

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