Revenue Notes Page for Employees

Use this page to document a Revenue Ledger account's budget. You can either enter a description and dollar amount for each item making up the ledger account's overall budget or enter general notes regarding the account's budget without including dollar amounts.

To display the Notes page:

When using the Revenue Budget Process - Requested page's worksheet, point to a ledger account's row, and then click Notes.
When adding a new record in the Add Ledger Entry page or when updating an existing record in the Detail page, click Notes.
You can also display the Notes page from the Revenue Budget Process pages used for the Recommended, Approved, and Future levels. The Notes item displays in these pages after you generate a list of accounts.

Adding Notes to a ledger account's budget

Display the Notes page. You can use this page in one of two ways:
- You can itemize separate items within the account's budget, including a description and amount. With this approach, you repeat Steps 2-3.
- You can enter text regarding the account's budget without including amounts by repeating Step 2 and skipping Step 3.
In the Notes field, enter notes. Character/55, each row
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
Tab past the Amount field if you are only entering notes. If you enter notes but no amounts, zero (0.00) defaults will appear next to your note lines after you save and close the Notes page.
Repeat Steps 2-3 to add as many lines as needed.
Click OK.
In the Update Requested Base Total checkbox:
- Select the field to replace the account's Requested Base value with the total from the Total Budget field.
- Leave the checkbox blank if you do not want to change the expenditure account's Requested Base value.
Important
This field only applies to the Requested option. It is not available with the Recommended, Approved, and Future Years options. With these options, Steps 5-6 do not apply.
Click OK to save your entries.

Fields

Fields	Description
*Budget Unit*	Code for the low-level organization tied to this Revenue Ledger account in Fund Accounting’s Organization Chart. Display only.
Account	Code for the revenue account tied to this Revenue Ledger record. Display only.
Notes	Descriptive text you are adding to the ledger account’s budget record. Character/55. each row Use this field as follows: If you are describing a specific revenue, enter the description, and then press <Tab> to access the Amount field. If the text is not for a specific revenue, enter notes, and then tab past the Amount field to advance to the next row in the Text column.
Amount	Amount for a specific revenue described in the associated Text field. Decimal/12,2 The system keeps a running total of the amounts in the Total Budget field. If you enter text that is not related to a specific revenue, then leave the associated Amount field blank. In this case, the field defaults to zero (0.00) after you save and close the Notes page.
Total Budget	Total of all values entered in the Amount column. Using the Update Requested Base Total field, you can have the system load this total into the ledger account’s Requested Base field when you save your notes.
Update Requested Base Total	Checkbox that enables you to load the Notes page’s Total Budget amount into the ledger account’s Requested Base field. Select the field to update the Requested Base. Leave the checkbox blank if you do not want to update the Requested Base.
Note	This field only appears if you display the Notes page while using the Requested option. It is not available with the Recommended, Approved, and Future Years options.