Create a General Ledger Budget Group

Create a general ledger budget group to organize multiple budgets that are related. You can then review, edit, approve, and report on these budgets all at one time rather than selecting each budget individually.

To create a general ledger budget group, complete the following steps:

1. From the Vision Navigation menu, click Accounting > Budgeting > General Ledger Group.
2. On the General Ledger Group form, enter a unique name for the budget group.
3. Specify the group name and year.
4. On the toolbar of the Budgets in Group grid, click the Associate option to display the Budgets lookup and then select one or more detail budgets to add to the group.
5. Click Save.