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Webinar: 2023.02, Connect General Ledger - Budgeting (01h04m39s) (3521)
Version: 2023.02 Summary: Learn how to set up budgeting in Connect General Ledger; import budgets from an Excel spreadsheet; import or export budgets using Mi-Excel; and set up and use Connect Online to submit budget amounts. [MP4] ---
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 ...