Reviewing Budget Information by Ledger Type

Access the Work With Revised Budget Account Balance form.

Beg Balance Amount (beginning balance amount)

Enter the cumulative prior year-end balance. The system uses this amount as the beginning balance for balance sheet and job cost accounts.

Note: Do not confuse this amount with the prior year-end net posting amount. The prior year-end net posting amount includes only the postings from the prior year. It does not include the ending balance of the previous year. The prior year-end net postings are typically used for profit and loss statement comparisons.

YTD Changes Amount (year-to-date changes amounts)

Enter the total amount to revise the original budget amount through the period or date specified.

Revised Budget Amount

Enter the sum of the original budget amount and the year-to-date changes amount.