Use the toolbar to create or modify general ledger budgets.
Contents
Field | Description |
Save
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Click this option to save changes to a budget.
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New
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After you click this option, select one of the following settings:
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New Budget — Click this option to create a new budget. A blank form opens with the appropriate fields enabled. Required fields are highlighted in yellow.
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Copy Current Budget — Click this option to copy information from the budget currently open, to create a new budget. Enter the name of the new budget and modify the copied information.
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Select Budget to Copy — Click this option to select a budget and copy the budget's information to create a new budget. Enter the name of the new budget and modify the copied information.
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Delete Budget
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Open a budget and click this option to delete the budget from Vision.
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Tools
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After you click this option, select one of the following settings:
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Compound Annual Budget — Click this option to open the Compounding the Annual Budget dialog box and create a budget in which period amounts are compounded by either a percentage or a fixed monetary amount.
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Adjust Budget — Click this option to adjust your annual general ledger budget by increasing or decreasing the budget for each period. You can adjust the period amounts by a percentage or a fixed monetary amount.
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Import Accounts — Click this option to import accounts from the Balance Sheet, the Income Statement, or another budget.
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Copy Amounts — Click this option to copy annual and period budget amounts from the Income Statement, Balance Sheet, or another budget to the current budget.
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Submit
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Click this option to submit the budget for approval.
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Approvals
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This option appears when a budget has been submitted for approval. After you click this option, select one of the following settings:
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Approve — Click this option to approve the budget and add a comment.
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Reject — Click this option to reject the budget and add a comment, such as the reason why the budget was rejected.
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Reopen — This option displays when the budget has been approved and you have permission to reopen the budget. Click this option to reopen a budget that has been previously approved. You can also add a comment, such as the reason for reopening the budget.
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Print
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Click this option to print the General Ledger Budgeting report.
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Help
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Click this button to display the Vision help system.
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