Entering Budget Amounts for Multiple Accounts
To enter budget amounts while viewing multiple accounts:
1. Navigate to the Enter Budget Amounts window.
2. Specify the Budget Organization for the accounts to which you want to budget. If the budget organization is password-protected, you must enter the password before you can enter budget amounts.
3. Enter the Budget for the amounts you are entering.
Note: You cannot enter amounts for a budget that is frozen. If the budget that requires journals, you must use the Enter Budget Journals window.
4. Enter the range of Accounting Periods to which you want to budget.
5. Enter the Currency of the budget amounts you are entering. The accounts must be assigned to the budget organization for this currency.
6. Choose Worksheet Mode from the poplist to review and enter budget amounts for several accounts at once.
7. Query the accounts within the chosen budget organization for which you want to enter budgets. You can specify one or more segment values (or wildcards) to restrict the query. General Ledger retrieves each account with a budget entry type of "Entered" that meets your criteria.
If you do not restrict the query, General Ledger retrieves all accounts in the budget organization with a budget entry type of "Entered".
Note: If you rearranged the display sequence of your account segments when you defined your budget organization, you still enter your account query criteria in the original segment order.
Account segment values appear in the display sequence you specified in your budget organization. General Ledger also displays any amounts you have previously entered for the accounts.
Attention: If you are using budgetary control, General Ledger displays your posted balances plus your reserved funds.
8. Enter budget amounts for accounts and periods in the designated range. You can also use budget rules to calculate and distribute budget amounts for all periods.
9. Choose Show Total to see the total of all current budget amounts for the displayed accounts.
10. Choose Post to submit a concurrent request that updates your account budget balances.
See Also
Entering Statistical Budget Amounts
Defining Budget Organizations
Protecting a Budget with a Password
Assigning Account Ranges to a Budget Organization
Defining Budgets
Using Budget Rules to Distribute Budget Amounts