Changing Column Layout

Column No.

You can input an available column No. here. (e.g. 1'000, 2'000, 3'000, etc.). On the one hand, the column No. serves for sorting purposes; on the other hand, you can define formulas based on the column No.

Column header

You can define column header here.

Type of column

You can define the type of column here.

•Formula
You can use this column type to make your own calculations in the “Formula” field. You always have to use the column No. for the formulas. If, for example, you want to calculate column 1000 minus column 2000, enter the following in the “Formula” field: 1000-2000

•Movement
Using this column type, you can display the movements within the time period se-lected in the budget scheme matrix.

•Balance to date
This column type displays the balances at the end of the selected period.

•Opening balance
This column type displays the opening balances of the selected period.

•Year to date
This column type displays the movements of balances for the period from the beginning of the fiscal year until the end of the selected period.

•Remainder of fiscal year
This column type displays the movements of balances from the end of the period to the end of the fiscal year in which the period ends.

•Entire fiscal year
This column type displays the movements of balances for the entire fiscal year in which the period ends.

Item type

You can specify here the item type that should be displayed in this column. If, for example, you want to compare posted wage items with budget items, you can set the first column as the “Effective amount” item type and the second column as the “Budget amount” item type. To display the difference, you can set up a total in the third column.

•Effective FTE
This posts type displays the calculated FTE in this column. For the FTE calculation, see Chapter SwissSalary Budget Settings

•Budget FTE
This item type displays the planned FTE you have entered in “FTE Budget Posts”.

•Effective amount
This item type displays the wage items of the pay processes already posted in SwissSalary.

•Budget amount
This item type displays budgeted (manually entered or calculated) amounts.

•Forecast amount
This item type displays the calculated amount from the forecast.

•Forecast FTE
This item type displays the calculated FTE from the forecast.

Formula

If you selected the “Formula” option in the column type, you can enter the formula in this field. This way you can, for example, compare ACTUAL values with budget values and display the difference. You must always use the corresponding column No. for the formula.

Example: If column no. 1000 is the ACTUAL values and column no. 2000 is the budget values, for example, formula 2000-1000 applies

Editable

If you check the box for this field, this column can be edited in “Budget scheme”.

Example: You want to be able to enter pay rise or a new wage in a column in “Budget Scheme”. In this case, you would have to put check these boxes for the corresponding row.

Display

You can set here the time a value should be displayed in “Budget scheme”.

Rounding factor

You can decide here the way the values of the corresponding column are displayed.

Wage type filter

This field can be used in two ways, i.e. to enter input values and to filter this column.

•For input
If, for example, you want to enter the new wage in this column, you must enter the wage type the entered value should be saved with (e.g., wage type 1100 for monthly wage).

•For filtering
If, for example, you have selected the “Effective amount” option in the “Item type” field, you can use this field to filter the wage types to be summarized in this column.

Payroll area filter

If you select a payroll area here, these values are filtered for this payroll area accordingly.

Fibu account filter

In this field you can refine filter criteria. In addition to the “Wage type filter”, you can also filter FiBu accounts.

Example: all expenses are filtered in the Wage type filter (wage type 4000..4999). However, you only want to see in this column the values posted in FiBu accounts 5820 and 5840. Then you would enter 5820 | 5840 in the “Fibu account filter”.

Write budget

•Month
If you want to enter monthly values (e.g. monthly wage of CHF 5'000.00) while budgeting in “Budget scheme”, select “Month”. Enter CHF 5'000.00 for January in “Budget scheme”. This value is then automatically entered for each month until December.

•Year
If you want to enter annual values (e.g. annual wage of CHF 60'000.00) while budgeting in “Budget scheme”, select “Year”. Enter CHF 60'000.00 in “Budget scheme”. This value is then divided by twelve and CHF 5'000.00 is taken into ac-count for each month.

Comparison date formula

You can enter here a date formula to be used to calculate the amounts in this column. If the field contains e.g. -1J, the same period is compared to the past 1 year.

Comparison period date

formula

You can enter here the period formula to be used to calculate the amounts in this column. An accounting period must not correspond to the calendar year.

Examples: -1P = previous period / -GJ = current period of the previous fiscal year

Row No.

Each row automatically gets a row number.