GL> Display> Budget By Account

Budget By Account Display

 

Summary

 

The Budget By Account display window is used to display budget details for accounts and account groups. Budget details include Total Budget, Remaining Budget, Committed PO Encumbrance, Uncommitted PO Encumbrance, Committed PO Requisition, Uncommitted AP Activity, Committed GL History, and Uncommitted GL History for each account included in the account group.

 

Related Links

 

Click here for information on Account Group Maintenance.

Click here for information on exporting the information in a grid to an MS Excel spreadsheet.

 

Step by Step

 

1     Open the Budget By Account window (GL> Display> Budget By Account).

 

2     Filter the displayed account budget data. 

 

  • Enter information into the fields in the Settings section and then press ENTER or click the Refresh icon to update the records that display in the window.
  • The Account field is used to select the individual account that will be used to calculate budget values.
    • Enter an account or click the field label to select one from a list.
  • The Fiscal Year field is used to select the individual fiscal year budget for the selected account.
  • The Account Group field is an optional field used to display the aggregate budget of a group of accounts, of which the account selected above is a member.
    • Account groups are created and maintained on the Account Groups Maintenance window (GL> Maintenance> Account Groups). Click here for information on Account Group Maintenance.
    • The Grouping field will automatically populate with the grouping specified on the selected Account Group. This determines which section of the GL account is used when calculating aggregate budget values.
  • Click the Refresh icon to update the account budget data that display in the window.
  • NOTE: Budget amounts listed in the grid will always include any uncommitted budget adjustments for the account or account group. Right click on a column header to select additional committed and uncommitted activity columns.
  • Right click on the records in the window and select Export grid contents to Excel if you would like to export the information that displays in the window to an MS Excel spreadsheet.