The fields in the macro area
On the right-hand side of the budget you see what we call the "macro" area. Here you can add information to each of your accounts.
(1) Assign an account to a certain producer. This is helpful to divide costs between different producers. You can just type in this field and APMS will list the producers already entered. Later, when you print your budget you can display columns for each producer. You can also use producers in SUM and COUNT formulas in your accounts. This is the syntax: SUM_PROD("Producer") or COUNT_PROD("Producer"). You can manage producers in the settings.
(2) Assign a tag to an account. You can use this for filtering purposes or to mark certain accounts you want to use in a formula calculation. Just type in any text and a tag is created from it. To use a tag in a calculation in an account, you can use either a SUM or a COUNT formula. This is the syntax: SUM_TAG("Tag") or COUNT_TAG("Tag"). You can manage tags in the settings.
(3) Simply add any kind of notes to an account
(4) Set the cashflow rule for an account (see Cashflow section for more info)
(5) Add attachments to your budget. The maximum size per attachment is 2MB.
(6) Add a tax to the account. Tax definitions are set up in the settings.
(7) Add a spending effect to the account. Effects are set up in the settings.
(8) Add fringes & extra costs to the account. Fringes & extra costs are set up in the settings.
