| How do I add accounts to an existing General Ledger budget? |
Resolution | [BCB:5:Third-party support:ECB] Add one new account at a time, or follow the steps below to add a range of accounts: Note: You can add accounts that are set up to store budget information. If you do not see the account you want to add in the Account List, it may be that the account is not set up correctly. Refer to article ID 25369 DocLink: My General Ledger account number is not available in Enter Budgets or Edit Budgets to verify your account set up. - Choose Option I to add a few accounts to an existing budget.
- Choose Option II to add a large number of accounts to an existing budget.
Option I: Add a few accounts to an existing budget - In General Ledger, from the Tasks menu, select Enter Budgets.
- Select Edit budget then click OK.
- Click List, select your budget, then click OK.
- Click OK.
- Click Add account, select the account that you want to add, and then click OK.
- Repeat steps 3 through 5 for each account that you want to add.
- Click Accept, and then click Yes.
Option II: Add a large number of accounts to your budget - Copy the current budget to a future year.
- In General Ledger, from the Tasks menu, select Enter Budgets.
- Select Create budget then click OK.
- In the Budget year box, type a future year that you do not currently use.
- Select the same Budget type as the current budget that you want to add multiple accounts to.
- In the Accounts section, select Copy accounts and amounts.
- If you are using both Cash and Accrual accounting methods, confirm the Accounting method is correct.
- Click OK.
- Click List, select the current budget you want to add accounts to, and then click OK.
- Click OK.
- Click Accept and then click Yes to save your changes.
- Delete the current budget.
- From the Tasks menu, select Enter Budgets.
- Select Delete budget then click OK.
- Click List, select the current budget you want to add accounts to, and then click OK.
- Click OK and then click Yes to confirm the delete.
- Create a new current budget with all the accounts you want and then copy the existing amounts from the future budget.
- From the Tasks menu, select Enter Budgets.
- Select Create budget then click OK.
- Enter the same Budget year and Budget type of the budget that you deleted above.
- In the Accounts section, select Select accounts.
- If you are using both Cash and Accrual accounting methods, confirm the Accounting method is correct.
- Click OK.
- Select all accounts that you want for the budget, including all the accounts that were previously associated with this budget, and all the accounts that you want to add to the budget. Click OK.
- Click Other.
- Select Copy amounts then click OK.
- Select Another budget then click OK.
- Click List, select the future budget you previously created and copied amounts to, and then click OK. You can also directly type the Budget year and specify Budget type for the copied future year budget then click OK.
- Click Accept and then click Yes to save your changes.
- Delete the copied future budget.
- From the Tasks menu, select Enter Budgets.
- Select Delete budget then click OK.
- Click List, select the future budget that you no longer need, and then click OK.
- Click OK and then click Yes to confirm the delete.
DocLink: My General Ledger account number is not available in Enter Budgets or Edit Budgets
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