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Budget Levels
Budget Levels allow you to organize and store budget amounts at various phases of the budget creation process. Budget Levels will assist reporting the accumulation of budget amounts in one place and will display changes that are recorded during each ...
Budget Reports
BUDGET BY LEVELS REPORTS The Budget by Levels report will show the budget amount from the various stages of the budget creation process. The options allow you to choose which levels will print and whether to print the account detail or summaries ...
Budget Periods
BUDGET PERIODS Budget periods are used by the system to determine which fiscal year the budget amounts belong to. They also determine whether the budget amounts are adopted amounts or whether the amounts are being used for projection purposes. ...
Viewing the Budget
The system has several ways to view or review budget information. ACCOUNT INQUIRY Account Inquiry can help you quickly view budget levels and compare current approved budgets with year-to-date actual amounts. Budget information can be found ...
Budget Journals
Once levels are established, you can create individual budget journals that are tied to a specific budget level or you can use a single journal not assigned to a specific level. This is done by going to General Ledger | Organization | Journal ...