Add a General Ledger Budget to a Group

You add general ledger budgets to a group by associating them on the Budgets to Include grid. All budgets listed on the grid are included in the group and available to review and edit.

To add a general ledger budget to a group:

  1. On the Budgets to Include grid of the General Ledger Budgeting Group form, move the row selector to the row below which you want to insert the new budget.
  2. On the grid toolbar, click Associate.
  3. Select a budget and click Save.
    You see all budgets associated with the same year as the budget group year, for which you have record level access.

    If you use multiple currencies, the lookup includes only those budgets that share the same functional currency as the company associated with the general ledger budget group.