You can use this page in one of two ways:
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You can itemize separate expenditures in an Expenditure Ledger account's budget by entering a description and dollar amount.
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You can add notes regarding the account's budget without entering amounts.
You can display the Notes page using the Notes item on the toolbar in the following pages:
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Update Expenditure Budget - Administrator page - select a record in the worksheet, and then click the toolbar item.
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Add Ledger Entry page - click the toolbar item while adding an account.
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Details page - click the toolbar item while updating an existing account.
Adding Notes or itemizing accounts
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Display the Notes page.
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In the Notes field, enter text, either as a note or to itemize an amount.
If you are entering notes without amounts, press <Tab> to skip the Amount field and display a new row. In this case, proceed to Step 4. -
In the Amount field, enter a dollar-and-cents amount to correspond with your entry in the Notes field.
The system keeps a running total of the amounts in the Total Budget field at the bottom of the page. -
Repeat Steps 2-3 to add as many lines as needed.
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Click OK to save your entries and close the Notes page.
Fields
|
Field |
Description |
|---|---|
|
Budget Unit |
Code for the low-level Organization Chart record tied to the ledger account. The field name is defined in your Budget Preparation Profile. Display only. |
|
Account |
Code for the expenditure account tied to this ledger account. Display only. |
|
Notes |
Notes related to the ledger account’s budget record. Character/55, each row
|
|
Amount |
Expenditure amount for the expense described in the associated Notes field. Decimal/12,2
|
|
Total Budget |
Total of all values entered in the Amount column. |