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Budgets and Budget Accounts

Eptura Knowledge Center

Budgets and Budget Accounts

Start here to learn the differences between BUDGETS and BUDGET ACCOUNTS.  See the hierarchy structure, and better understand the differences between the budget types.
Budgets > Budget Accounts

In Lightning, there are Budgets and Budget Accounts.  The budgets hierarchy works like this:

Budget > Budget Accounts

There are two main budget types that can be created:

  • Operating:  Operating budgets are used for most general maintenance costs and expense transactions (For example: Work Order expenses, Asset costs, etc).
  • Purchasing:  Purchasing budgets are designed for Purchase Orders and Inventory adjustments.  This shows how much is being spent to acquire the parts and hold on to them.  

You can establish an unlimited number of budget accounts, but they all must fall into one of these two budget types.


Creating a Budget
(Formerly named "Budget Group")
Click on the Budgets + button in the top left corner of the screen to create a new budget.
Select the appropriate budget type, then name and describe the budget being created.  Click the Create button to save.
The new budget folder will appear up in the top left corner of the screen.


The Budget will act as the "folder" for all of the Budget Accounts you create and assign to various assets and track expenses on work orders.

Creating a Budget Account
(Formerly named "Budget")





Once the budget (Group/Folder) has been created, select the Budget of your choice on the left of the page, and then click the +Create Account button at the top center of the page to create your account. This account will be part of your selected Budget.



Select an Account Name and an Account Description for the account being created.  A yearly budget for the account is required, but you can set the amount to $0 if you choose.  This budget amount can be updated at any time.

Multiple Budget Accounts can be placed under a single budget folder.

For Example, In the animation below, the "Operations" budget actually has two Accounts under it:

  1. Operations - Default Asset Maint. Budget
  2. Towers Maintenance - Default Maint. Budget for Corp

Both of these Budget Accounts are part of the "Operations" budget


 NOTE:  Every single account listed under that budget, MUST share the same budget properties.  For example, if you establish an Operating budget, all the accounts placed under that budget will only be available for modules that use Operating budget accounts (Assets, Work Orders, etc). 

Additional Accounts options:

  • Click on the Account of choice to see the previous year's budget and last year's expenses.
  • Click on the Budget Planning button at the top/center of the page to set what the budgeted amount should be for any month you choose.  

Once the Budget Account is in place, that budget may now be used in the appropriate areas of the program.  


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