General Ledger - Budget Maintenance

 

Function

Use this task to view, compare, and maintain budget amounts for your different accounts. Budget values (amounts or units) can be added, deleted, or changed within this task. Up to four rows of values display for the selected account. The initial rows are determined in the Budget Maintenance section of the Default Display Columns option of the Application Parameters task. The rows being displayed may be changed at any time and may be different based on user preference.

 

=> To access this task...

Select Budget Maintenance from the Budgeting menu.

 

GL Budget Maintenance menu

Budget Maintenance

 

About the Fields

 

To enable edits to the form select  .

 

In the GL Account field...

  • Enter the account number to view.

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

In the Account Type field...

Display only. Shows the account type as defined in Account Maintenance.

 

Post Detail? checkbox...

Display only. Shows the setting of the detail transactions flag in Account Maintenance.


Align Fiscal Periods checkbox...

The checkbox is disabled if the fiscal calendars are the same, i.e. the periods are already aligned.

  • Mark the box to re-align periods in a previous fiscal year to match the current fiscal year's calendar in order to facilitate comparative financial reporting.

  • Unmark the box to perform no re-alignment.

Budget Type column...

  • The first four rows are determined in the Budget Maintenance section of the Default Display Columns option of the Application Parameters task.

  • The first four rows being displayed may be changed at any time by double-clicking on a blue Budget Type in order to select a different Budget Type from the list button.

Data for the current fiscal year and previous five fiscal years is displayed at the bottom of the grid. The data displayed in these rows is based on the Budget Types selected for the first four rows, i.e. Actual Amounts, Actual Units, Budget Amounts and/or Budget Units.

 

Replicate button

The selected budget amount can be duplicated to all remaining periods for that column by clicking the [Replicate] button.

 

Click [OK] or [Cancel] to close the Budget Maintenance function.



______________________________________________________________________________________

Copyright BASIS International Ltd. AddonSoftware® and Barista® Application Framework are registered trademarks.