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.

Prerequisite: You must have an existing general ledger group with at least one associated budget in the Budgets in Group grid.

To view account details for a general ledger 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, select an associated budget.
    All account information associated with the selected budget displays in the Account Details grid on the Budget tab and in the Summarized Budget grid on the Summarized tab.
  4. In the Account Details grid, select an account that you want to view.
    The top row of the account displays the summary account information and totals across the associated budgets. The detail rows display values by individual general ledger budgets and include the editable values for each account. Any edits that you make to the detail rows roll up to the top row and also update the associated detail budget.
Next Step:

You can also view the summary account information and totals across the associated budgets in the Summarized Budget grid on the Summarized tab.