Budget Detail

This option may not be available for all users.

You can store a spreadsheet for each budget amount that appears on the General Ledger Master table. This spreadsheet will contain the supporting data about the budget amount. A link has been established between the designated cell in the spreadsheet and the budget amount that appears in the General Ledger module. The amount that appears in the designated cell will automatically be placed into the budget amount when the spreadsheet is closed and you return to the appropriate window within the Business Office application.

How does this work?

The following column names on the General Ledger Master table have been assigned a right-click option called Supporting Information:

Budget History Year 3 (non-editable)

Projected Budget Year 1

Budget History Year 2 (non-editable)

Projected Budget Year 2

Budget History Year 1 (non-editable)

Projected Budget Year 3

Original Budget (non-editable)

Projected Budget Year 4

Current Budget (non-editable)

Projected Budget Year 5

When you select the Supporting Information option and a row already exists for this column, you will be brought directly into that object. If a row does not yet exist, you will be given the opportunity to select from available objects. In most cases, a spreadsheet will be used for this function.

Related Topics

G/L Accounts Window (GL Master Tab or Budget Tab)

Budget Control Window

Budget Modifications Window