Copy Amounts to the Current Consolidated GL Budget

You can copy amounts from an income statement, balance sheet, or other budgets to create a new consolidated general ledger budget. This is useful when you want to create a future budget that is based on the actuals from the prior year.

Prerequisites: Before you can copy budget amounts, you must first add accounts or import accounts into the budget. Budgets are copied for only those accounts that are already set up in the budget. You also need to open a budget. See Open a Consolidated General Ledger budget for the steps.

To copy budget amounts, complete the following steps:

1. On the toolbar of the Consolidated G/L Budgeting form, click Tools > Copy Amounts. This option does not display if you are using Vision Multicurrency.
2. Complete the fields on the Copy Budget Amounts dialog box and click OK.