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.
To create a general ledger budget group:
- In the Navigation pane, select .
- Click + New General Ledger Group.
- At the form's header, enter a unique name for the general ledger group.
- Complete the required fields on the Budget tab.
- In the Budget Year field, specify a year.
This year is used to select budgets by year for general ledger reporting.
- Select or clear the Available for Reporting checkbox to specify whether or not the budget group is available for reporting
- Add one or more budgets to the general ledger group.
- Click Save.