Create a Consolidated GL Budget

When you create or modify a consolidated General Ledger Budget, you can compound annual budgets, adjust budget amounts, or distribute budget amounts.

To create a consolidated G/L budget, complete the following steps:

  1. From the Vision Navigation menu, click Accounting > Budgeting > Consolidated G/L.
  2. On the Budget tab of the Consolidated G/L form, enter a unique name for the budget.
  3. Specify the year and the consolidation group.
  4. Adjust, compound, or distribute annual budgets for individual accounts, or select multiple accounts.
  5. Click Save.