Summary

The Online Budget Display window allows you to review, in detail, the extended budget information. The budget information is initially filtered by revision and entry number and can then be sorted by any of the account details.

Step by Step

1     Open the Online Budget Display window (EB> Utilities> Online Budget Display).

• The Online Budget Display window allows you to examine the revision and entry details without exporting to Excel.

2     Filter the displayed budgets.

• Enter the extended budget information in the Search Criteria section.
  • Click the Revision field label to open the Revision Selection window. Select a revision and click the Confirm icon   or press ENTER to return to the Online Budget Display window.
  • Enter an entry in the Entry field or click the field label to open the Entry Selection window. The entry type must match the revision type in order to return any search results.
  • Check the Include uncommitted JEs toggle to display uncommitted journal entries on the report.
  • Check the Include Beginning Balances toggle to include beginning balance figures in the report.
• Click the Refresh icon to repopulate the lower section of the window with the revision and entry information that matches your search criteria.
• Click and drag any of the column headings into the sort area just above the headings. This will sort the results by the column heading selected.