How to Create a Budget Entry

Use the following steps to create a budget entry:

1. Click on the Business tab, click Budget, and select Budget Management.

2. Click on the New Budget Entry button.

3. In the Budget Entry Add screen, click on the Add button to add one G/L to the grid or click on the Add Multiple G/Ls button to add more than one G/L.

Then

Add button is selected

1. Enter the G/L account in the G/L Account column for each line item or click on the Search icon to search for a G/L Account.

Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.

2. Proceed to the Next Step.

Add Multiple G/Ls button is selected

Note: Refer to How to use G/L Search Wizard for more information on how to use this feature.

1. Proceed to the Next Step.

4. Enter a budget amount in either the New Original column, or the New Revised column for each line item.

Note: The Total Balance must equal zero to allow budgets to be posted to the alloted G/L account(s).

Click on the Delete icon to remove a line or select multiple line items and click on the Group Actions button and select the Delete All option.

5. If applicable, in the Documents section, upload new files.

Note: Refer to How to Upload a File for more information on how to use this feature.

6. Click on the Post button to post the budget entries to the alloted G/L account(s), click on the Save button to save progress and return at a later date, then click on the Cancel button to close the Budget Entry Add process, or click on the Cancel button before clicking the Save button to close the Budget Entry Add process without saving changes.

Note: Click on the Print button to print the budget entry information.

7. If Print is selected, click on the downloaded .pdf file (bottom left corner) to view.

Note: The options to Save (Download) and/or Print are available.