Summary

The Budget By Account display window is used to display budget details for accounts and account groups. Budget details include Total Budget, Remaining Budget, Committed PO Encumbrance, Uncommitted PO Encumbrance, Committed PO Requisition, Uncommitted AP Activity, Committed GL History, and Uncommitted GL History for each account included in the account group.

Step by Step

1     Open the Budget By Account window (GL> Display> Budget By Account).

2     Filter the displayed account budget data.

• Enter information into the fields in the Filters section and then press ENTER or click the Search button   to update the records that display in the window.
• The Account field is used to select the individual account that will be used to calculate budget values.
  • Enter an account or click the field label search button   to select one from a list.
• The Fiscal Year field is used to select the individual fiscal year budget for the selected account.
• The Account Group field is an optional field used to display the aggregate budget of a group of accounts, of which the account selected above is a member.
  • Account groups are created and maintained on the Account Groups Maintenance window (GL> Maintenance> Account Groups).
  • The Grouping field will automatically populate with the grouping specified on the selected Account Group. This determines which section of the GL account is used when calculating aggregate budget values.
• Click the Search button to update the account budget data that display in the window.

• Click EXCEL EXPORT or CSV EXPORT if you would like to export the information that displays in the window to an MS Excel or comma-separated value spreadsheet