Add a Budget to a General Ledger Group

You add general ledger budgets to a group by adding them in the Budgets in Group 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. In the Navigation pane, select General Ledger > General Ledger Groups.
  2. Create a general ledger group or open an existing one.
  3. In the Budgets in Group grid, click + Add General Ledger Budget to add one or more budgets that you want grouped under the general ledger group.
    The Account Details grid on the Budget tab and the Summarized Budget grid on the Summarized tab automatically populate with all accounts and amounts that are associated with the selected budget.
  4. 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.