How to...
After you create general ledger budgets, you can group them according to business functions.
- Related Topics:
- Open a General Ledger Group
Most procedures for working with general ledger groups require that you first open an existing general ledger group. - Create a General Ledger Group
Create a general ledger group to organize multiple related budgets. You can then review, edit, , and report on these budgets all at once rather than selecting each budget individually. - Copy an Existing General Ledger Group
To create a general ledger group, you can copy and modify an existing one. The new budget group retains the year, notes, and associated detail budgets of the original group. - Delete a General Ledger Group
You can delete a general ledger group. - 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. - Remove a Budget from a General Ledger Group
When you remove a budget from a general ledger group, the individual general ledger budget record is no longer associated with the group. - View Account Details for a General Ledger Budget Group
You can view and edit account details for associated budgets that are included in a general ledger group. - Distribute an Annual Amount Evenly Across Periods
One way to enter period-by-period budgets for an account is to enter a total annual budget and have it evenly distributed across all periods in the year. This distribution can be automatic or manual.
Parent Topic: General Ledger Groups