Actions for the General Ledger Budget Form

Use actions to submit budgets, approve or reject budgets, and more.

Actions

Field	Description
Save	Click this action to save your entries on the General Ledger Budget form.
Submit	Click this action to submit the budget for approval.
Unsubmit	Click this action to "undo" a submitted budget. This action is available if the budget is not yet approved.
Approval Options	Approval options are available when the approval workflow for the budget is enabled, the budget was submitted, and you have the appropriate approval role. Approve: Click this action to approve the budget and add a comment. Reject: Click this action to reject the budget and add a comment, such as the reason why the budget was rejected. Reassign: Click this action to display a dialog box that you can use to add the approval assignment to an additional user, or move the assignment to a new user. Reopen: Click this action to reopen a budget that was approved. You can also add a comment, such as the reason for reopening the budget. Restart Approval: Click this action to restart the approval process for a budget that was revised.

Other Actions

Field	Description
Copy	Click this action to copy the currently displayed budget. A new form displays with some of the fields populated with the existing budget information. Specify a unique name for the budget and edit the remaining fields with the new budget's information.
Import Accounts	Click this action to import accounts from the Balance Sheet, the Income Statement, or another budget.
Copy Amounts	Click this action to copy annual and period budget amounts from the Income Statement, Balance Sheet, or another budget to the current budget.
Print	Click this action to preview a copy of the G/L Budget report, which you can then print.
Delete	Click this action to delete the budget from the database.