Reviewing the Budget
Access the Trial Balance / Ledger Comparison form.
To review the budget:
Complete the Skip to Account field.
Complete the following fields to indicate the ledgers from which the system retrieves commitment and budget amounts:
Ledger Type 1
Ledger Type 2
Complete the Level Of Detail field.
Complete the following fields to indicate the period that the ledger amounts reflect:
LT 1 Thru Date
LT 2 Thru Date
Click Find.
Review the following fields for each account:
Ledger Type 1
Ledger Type 2
Variance Period Balance
General Ledger Period Balance
Posting Edit Code
Account ID
- Ledger Type 1
Enter the ledger type for the actual amounts ledger in this processing option.
- Ledger Type 2
Enter the ledger type for the budget amounts ledger in this processing option.