Toolbar of General Ledger Budgeting

Use the toolbar to create or modify general ledger budgets.

Contents

Field	Description
Save	Click this option to save changes to a budget.
New	After you click this option, select one of the following settings: New Budget — Click this option to create a new budget. A blank form opens with the appropriate fields enabled. Required fields are highlighted in yellow. Copy Current Budget — Click this option to copy information from the budget currently open, to create a new budget. Enter the name of the new budget and modify the copied information. Select Budget to Copy — Click this option to select a budget and copy the budget's information to create a new budget. Enter the name of the new budget and modify the copied information.
Delete Budget	Open a budget and click this option to delete the budget from Vision.
Tools	After you click this option, select one of the following settings: Compound Annual Budget — Click this option to open the Compounding the Annual Budget dialog box and create a budget in which period amounts are compounded by either a percentage or a fixed monetary amount. Adjust Budget — Click this option to adjust your annual general ledger budget by increasing or decreasing the budget for each period. You can adjust the period amounts by a percentage or a fixed monetary amount. Import Accounts — Click this option to import accounts from the Balance Sheet, the Income Statement, or another budget. Copy Amounts — Click this option to copy annual and period budget amounts from the Income Statement, Balance Sheet, or another budget to the current budget.
Submit	Click this option to submit the budget for approval.
Approvals	This option appears when a budget has been submitted for approval. After you click this option, select one of the following settings: Approve — Click this option to approve the budget and add a comment. Reject — Click this option to reject the budget and add a comment, such as the reason why the budget was rejected. Reopen — This option displays when the budget has been approved and you have permission to reopen the budget. Click this option to reopen a budget that has been previously approved. You can also add a comment, such as the reason for reopening the budget.
Print	Click this option to print the General Ledger Budgeting report.
Help	Click this button to display the Vision help system.