Import Accounts for a Consolidated GL Budget

To import account numbers and amounts from another budget, use the Setup Budget Accounts dialog box to select a group of accounts that you want to add to the currently displayed budget.

To import accounts for a consolidated GL budget, complete the following steps:

  1. From the Vision Navigation menu, click Accounting > Budgeting > Consolidated G/L.
  2. Open the budget to which you want to add accounts.
  3. On the toolbar of the Consolidated GL Budgeting form, click Tools > Import Accounts.
  4. Complete the fields on the Setup Budget Accounts dialog box.
  5. Click Save.