PowerSchool ERP Budget Preparation

Revenue Notes Page for Administrators

You can use this page in one of two ways:

  • You can itemize separate revenue items in a Revenue Ledger account's budget by entering a description and dollar amount.

  • 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:

  • Update Revenue Budget - Administrator page - select a record in the worksheet, and then click the toolbar item.

  • Add Ledger Entry page - click the toolbar item while adding an account.

  • Detail page - click the toolbar item while updating an existing account.

Adding Notes to a ledger account's budget

  1. Display the Notes page.

  2. In the Notes field, enter descriptive text.
    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.

  3. In the Amount field, enter a dollar-and-cents amount to correspond with your entry in the Text field.
    The system keeps a running total of the amounts in the Total Budget field at the bottom of the page.

  4. Repeat Steps 2-3 to add as many lines as needed.

  5. Click OK to save your entries and close the Notes page.

Fields

Fields

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

  • If you are describing a specific expense, enter the description, and then press <Tab> to access the Amount field.

  • If the text is not for a specific project component, type your notes, and then tab past the Amount field to display a new row.

Amount

Revenue amount for the expense described in the associated Text field. Decimal/12,2

  • As you enter revenue amounts, the system keeps a running total in the Total Budget field.

  • If you enter text that is not related to a specific revenue item, and then leave the associated Amount field blank.

Total Budget

Total of all values entered in the Amount column.