GL Budgeting

General Ledger Budgeting allows users to set and edit multiple budgets for their database. 

Budgeting can be accessed by navigating to the Budgeting option on the Navbar. If it has not been enabled, you can enable it in System Settings under 'Navigation Bar'.

Once here, you can add 'GL Budgets' by selecting it from the 'Action Button' drop-down box.

Opening the GL Budget will take you to the Budget homepage, which displays a list of previously created budgets. 

Clicking the 'Create New' button opens a dialog that lets the user choose which fiscal year and interval the new budget should be created for.

The budget grid allows the user to enter budget values for different intervals. The Pre-fill dropdown has several different years to choose from which will pre-fill the budget with actual values from that year. 

After the budget has been created, the user can run the BudgetVsActual values report for any given date interval.

Once a user is entering the information, there are 3 options for how it can be displayed.

The 'Show Only Totals' filter displays only the last column, which is the totals column.

The 'Only non-zero rows' filter displays only accounts with non-zero Actual or Budget Values.

The 'Only accounts with budgeted amounts' filter displays only accounts with budgets greater than zero.