You can create a new general ledger budget or consolidate multiple budgets into a single budget.
To create a new general ledger budget:
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In the Navigation pane, select
.
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Click
+ New Budget.
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In the
Enter Budget Name field on the Budget tab of the General Ledger Budget form, enter a unique name for the general ledger budget.
After you enter a name and save the budget, you cannot modify this name.
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In the
Budget Year field, check that the budget year is correct, and change it if necessary.
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In the
Organization field, specify the
organization associated with this general ledger budget.
You can only access budgets for
organizations to which you have the proper security access rights.
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Complete the other fields on the form to add notes, indicate whether the budget is available for reporting, distribution of amounts, and the range of accounting periods to include.
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In the Budget grid, enter
accounts and their annual and period-by-period budgets.
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If you want to consolidate multiple budgets into a single budget, complete the fields on the Summarized tab.
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Click
Save.