Steps to Enter a BudgetThe Budgets option, which is in General Ledger and can also be accessed from Negotiations (if applicable), is used to enter and post a new budget or change the existing budget. Within the Budgets option, budget entries can be manually entered, imported from a file using the Import Budgets option, imported from selected outstanding purchase orders using the Import Purchase Orders option, or transferred into a budget batch from the budget or actual year-to-date amounts of the account numbers using the Budget Transfer Options.
If there are identical budget entries that need to be posted each month, they can be set up as recurring entries in the batch options.
Steps
to Import Purchase Orders
Steps
to Complete Budget Transfer Options
Steps
to Correct a Budget Entry Before
Posting
Steps
to Correct a Budget Entry After
Posting
Steps
to Delete a Budget Entry Before
Posting