Reviewing the Budget

Access the Trial Balance / Ledger Comparison form.

To review the budget:

1. Complete the Skip to Account field.

2. Complete the following fields to indicate the ledgers from which the system retrieves commitment and budget amounts:

   • Ledger Type 1

   • Ledger Type 2

3. Complete the Level Of Detail field.

4. Complete the following fields to indicate the period that the ledger amounts reflect:

   • LT 1 Thru Date

   • LT 2 Thru Date

5. Click Find.

6. 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.