Published at: 2026-10-12

Create an expense budget sheet

Create enterprise expense budgets by budget type and level. The sheet is the base for breakdown, consumption, adjustment, and Budget Carryforward.

Overview

Your enterprise manages budget amounts through expense budget sheets, tracks usage, and adjusts amounts when needed. The standard product supports creating budgets by budget period, budget dimension, and Budget Department.

Before you start

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  • Object permission: You need the Expense Budget Sheet object permission.
  • Completion Conditions: Budget subjects and budget types are already maintained. Accounts, products, or Product Category that participate in the budget are ready.
  • Entry: Budget Management app → Budget Management > Expense Budget Sheets.
  • Key constraint: You can create the first-level Budget Sheet for a budget type only from the expense budget sheet object.

Operation steps

View the expense budget sheet list

  1. In the web main navigation, open Budget Management.
  2. Go to Budget Management > Expense Budget Sheets.
  3. Review created budget sheets in the list.
Expense budget sheet list

Create an expense budget sheet

  1. In the expense budget sheet list, click New.
  2. Select the budget type, then fill in the planning information by budget period, budget dimension, and Budget Department.
  3. Save.
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After the sheet is Created Successfully, if its control policy is not strict control by planning dimension, the system generates a budget summary table by control period and control dimension, and summarizes related expense budget sheets of the same budget type and the same budget level.
After the Budget Sheet is created, the system generates budget income and expense entries. You cannot edit the sheet, so submit expense budget sheets carefully.
Expense budget sheet create entry Expense budget sheet create page Expense budget sheet create page Expense budget sheet create page

View Details

  1. Open the target expense budget sheet in the list.
  2. In the details, verify the creation result and review the amounts on the sheet.
Expense budget sheet details

Expected result

  • The list shows the new expense budget sheet.
  • You can open the details and then start Budget Breakdown or adjustment.
  • When coarse-control conditions are met, Budget Management > Budget Summary Tables shows the matching summary record.

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Break down lower-level budgets