How to Process Multiple Budget Entries

Use the following steps to process multiple budget entries:

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

2. If applicable, click on the Start Year/Period and/or End Year/Period drop-down menus to select the year and period to search between.

3. if applicable, select one of the following radio buttons: All or Me (selected by default).

4. if applicable, select one of the following radio buttons: All, Open (selected by default) or Posted.

5. Click on the Search button.

6. Select as many or as few budget entries from the results displayed in the grid, by clicking the corresponding check mark beside each budget entry, or click the check mark at the top of the grid to select all budget entries.

7. Click on the Group Actions drop-down menu and select one of the following: Process All or Process Selected.

8. If applicable, in the Budget Entry Edit 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.

9. If applicable, enter or update a budget amount in either the New Original column or the New Revised column for each line item.

Note: The total balance of the budget entries entered 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.

10. If applicable, in the Documents section, update existing files or upload new files by clicking on the corresponding tab.

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

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

Note: Click on Next to skip a Budget Entry, Previous to go back to Budget Entry, Undo to clear changes made or Close to return to the Budget Entry Management screen.

Click on the Print button to print budget entry information.

12. 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. 

13. Repeat steps 8 through 12 until all budget entries have been processed. The system will then return to the Budget Entry Management screen.

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