GL Budgets General Accounting>G/L Budgets

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Overview

The G/L Budgets applet allows the user to set budgets for both cash and accrual accounts within the Chart of Accounts for a fiscal year (see below). Budgets can be maintained for any and all General Ledger accounts per accounting period. Budgets for both accrual and cash balances can be entered. Budgets can appear and be part of calculations in financial statements.

 

Fields

 

Show Budgets For - Choices are Accrual, Cash, or Both

 

Fiscal Year - Designates fiscal year for budgeting.

 

All columns can be both pinned (column does not scroll) and filtered (only rows with designated column value will show). The push pin in the column header controls pinning and the funnel in the column header controls filtering (Fig1).

GLBudgetsPin

(Fig.1)