Budgets, business units & sub-units

Business units let you run internal ventures or divisions (e.g. Catering, Wholesale) inside one company. Assign the branches that belong to a unit and all their sales, expenses, assets and depreciation roll up to that unit's own Profit & Loss.

Sub-units

Make a unit a sub-unit by choosing its parent in the unit form. Reports can roll a parent up to include every sub-unit, or show each separately. Shared costs (one rent bill across units) can be split automatically by a rule you set once.

Budgets

1. Go to Accounting → Budgets → New; set the name and dates.
2. Add a line per account with a monthly/quarterly/yearly amount. Optionally target a branch and/or business unit, and mark each line CAPEX or OPEX.
3. Open Budget vs Actual to compare budgeted vs real spend with variances and separate CAPEX/OPEX subtotals, scoped to exactly what each line targets.

Example: budget $3,000/month rent for the Wholesale unit's main branch. Budget vs Actual then shows only that branch's rent against the $3,000, flagging any overspend.