Budget Revision Register

 

Function

Use this task to create a copy of a budget revision and to update it to the current or next year budget. Each copy of the budget shows the different accounts affected by the budget and how much of the budget is allocated to each period. Part or the entire budget can be created.

 

=> To access this task...

Select Budget Revision Register from the General Ledger Budgeting menu.

 

GL Budget Revision Register

Budget Revision Register

 

In the Budget Revisions dropdown...

  • Select the revision code of the budget from the list.

In the Beginning/Ending GL Account field...

  • Leave blank to select the first/last account, or enter the beginning/ending account number to print.

  • Click Click to select from a list of all valid account numbers.

In the Wildcard Mask field...

 

​Understanding Wildcard Masks

Certain tasks allow for the input of an account wildcard to enable you to select accounts that have common numbering as part of their identification. The wildcard can use the ‘?’ and ‘-’ characters; the '?' represents a single character, and the dash '-' is a literal. For example, assume an account mask set to 000-000, as is the case with standard demo data. If you want to select all accounts that end with '1', use the wildcard mask ???-??1. The question marks stand in place of the account digits; the dash is located as expected in the mask.

 

In the Rounding Factor dropdown...

  • Select Cents to round off the budget amounts to cents (e.g., 1234.56).

  • Select Dollars to round off the budget amounts to dollars (e.g., 1235.00).

  • Select Hundreds to round off the budget amounts to the nearest hundred dollars (e.g., 1200.00).

  • Select Thousands to round off the budget amounts to the nearest thousand dollars (e.g., 1000.00).

In the Update Type dropdown...

  • Select Current Year to update the current year budget.

  • Select Next Year to update the next year budget.

When done making selections...

  • Click Run Process button to run the register.

  • Click Clear form button to clear the form and begin again.

Sample Budget Revision Register Report

 

See Output Options.

 

After closing the preview window, the system will issue the prompt:

 

  • Click [Yes] to update the register.

  • Click [No] to return to the General Ledger Budgeting Menu without updating.



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