Procedures
After you create general ledger budgets, you can group them according to business functions.
Related Topics:
- Open a General Ledger Budget Group
Most procedures for working with general ledger budgeting groups require that you first open an existing budget group. - Create a General Ledger Budget Group
Create a general ledger budget group to organize multiple budgets that are related. You can then review, edit, approve, and report on these budgets all at one time rather than selecting each budget individually. - Copy a General Ledger Budget Group
You can quickly create a new budget group by copying an existing group and modifying the information to meet your needs. The new budget group retains the existing year, notes, and associated detail budgets for the original group. - Delete a General Ledger Budget Group
You can delete a general ledger budget group. - Add a General Ledger Budget to a Group
You add general ledger budgets to a group by associating them on the Budgets to Include grid. All budgets listed on the grid are included in the group and available to review and edit. - Remove a General Ledger Budget from a Group
When you remove a general ledger budget from a group, the individual general ledger budget is no longer associated with the group. - View Account Details for a General Ledger Budget Group
You can view and edit account details for associated budgets that are included in a general ledger budget group. - Distribute an Annual Amount Evenly Across Periods
One way to enter period-by-period budgets for an account is to enter a total annual budget and have Vision distribute it evenly across all periods in the year. Vision can perform this distribution automatically or you can perform the distribution manually. - Approve or Reject All Budgets in a General Ledger Budget Group
If you have the authority to do so, you can approve or reject all budgets in a General Ledger budget group that have been submitted for approval. - Reopen All Approved Budgets in a General Ledger Budget Group
If you have the authority to do so, you can reopen all approved budgets in a General Ledger Budget group.
Parent Topic: General Ledger Budgeting Group Overview