SunSystems budgeting allows you to hold budget values against accounts and analysis codes. These budget values can be used in two different ways in the system:

You can apply the SunSystems Budget Checking facility to transactions as they enter the system. There are two types of budget checking available, depending on the SunSystems modules you are using:

Expenditure Checking
Over expenditure checking monitors actual expenditure against budget, for accounts you select in SunSystems Financials. As you enter ledger transactions for accounts or they are posted using Ledger Import, it checks the total actual expenditure against the allocated budget and warns if a transaction takes an account over its budget.
Using expenditure checking, the available budget is calculated as follows:

Budget - Actual expenditure

A warning appears if the transaction amount exceeds this available budget amount.

Commitment Checking
Commitment checking is only available if you are using the P urchasing module in SunSystems Order Fulfilment and SunSystems Financials. Committed expenditure is the total of any outstanding purchase orders raised for the account and represents the amount you are committed to spend for the account.
Over commitment checking is used to check purchase orders are they are entered into Order Fulfilment Purchasing, to prevent orders being raised that would exceed the budget available. It can also be used in Ledger Entry and Ledger Import to check ledger transactions, if the transactions are entered against budget accounts for which commitment checking has been requested. See Defining Budget Checks.
Using commitment checking, the available budget is calculated as follows:

Budget - Actual expenditure - Committed expenditure

A warning appears if the transaction amount exceeds this available budget amount.