---
title: "Budgeting setup (on-premise ERP systems)"
description: "Install budgeting tables to enable direct write-back and extended dimension properties."
lang: en
languages:
  en: https://docs.vismasoftware.no/onestopreporting/administration/setup/index.md
  no: https://docs.vismasoftware.no/no/onestopreporting/administration/setup/index.md
lastmod: 2026-05-08
---

> Documentation index: https://docs.vismasoftware.no/onestopreporting/administration/llms.txt


# Budgeting setup (on-premise ERP systems)

Last modified May 8, 2026

> Install budgeting tables to enable direct write-back and extended dimension properties.

## Budgeting Setup

To prepare your ERP database for the direct write-back budgeting functionality, you must run through the Budgeting Setup procedure. This procedure will install the OSR Extension tables into your ERP system's database. These tables are designed to extend the ERP system's following Dimensions: Account, Employee and Budget version. In addition, a table to enable budgeting Line Item Detail entries will be installed.

Many of the ERP systems lack sufficient properties in the Account and Employee master data (dimensions) to construct a full budgeting model that includes expense and payroll budgeting. The additional tables installed will provide storage capabilities for these situations.

> [!IMPORTANT]
> The **Budgeting Setup** will only be available if your client has client level Complete.

> [!IMPORTANT]
> This procedure does not change any of the original ERP systems' tables or data. It only adds additional tables into the database.

### Prepare your ERP system database with additional tables for budgeting

1. Click **Budgeting Setup**.
2. (If applicable) In the **Integration** drop-down list, select the integration.
3. (Not applicable for all integrations.) In the **Connection** drop-down list, select the database.
4. In the **Companies** section, ✅ select the company to set up the budgeting for.
5. Click **Install**.

> [!IMPORTANT]
> To be able to set up budgeting, the user who initially installed the Cloud Agent must have administration rights for inserting tables into the ERP database.


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[View this page](https://docs.vismasoftware.no/onestopreporting/administration/setup/)