Open a Budget in Consolidated GL Budgeting

You need to open a budget in Consolidated General Ledger Budgeting in order to work with the budget.

To open a budget, complete the following steps:

  1. From the Vision Navigation menu, click Accounting > Budgeting > Consolidated G/L.
  2. On the Consolidated G/L form, complete one of the following actions:
    • Enter the name in the Search field.
    • Perform a Quick Find (enter part of the name in the Search field and press ENTER).
    • Click Search and select a budget on the lookup.