Future Year Expenditure Budget

To work with the expenditure budget at the future year level, use the Future Years option in the Budget Entry center's Expenditure section. This option lets you display and update budget figures in spreadsheet format for up to four future years or access an account's complete budget data in a detail page.

The main page associated with the Future Years option is the Expenditure Budget Process - Future page. The page has two sections: Search Criteria and Worksheet. The worksheet lets you view and update budget data at the Future Year level for the ledger accounts selected in a search.

Through this central page, you can also perform the following actions:

• Add new Expenditure Ledger accounts or delete records that are not needed.
• Access and update existing records in the Details page.
• Add notes or itemize an account in the Notes page.
• Print the data in the worksheet.

Menu Path:  Budget Preparation > Reports > Expenditure > Future Year Worksheet > select Future Years in the Budget Entry center's Expenditure section

Action Bar Item

After you display ledger records, the following item becomes available on the Action Bar:

Following are the procedures for updating, deleting, and printing ledger records in the worksheet. For information on adding ledger accounts, refer to Add Ledger Entry Page.

Updating Expenditure Ledger records

1. Select Budget Preparation > Reports > Expenditure > Future Year Worksheet to display the Budget Entry center.
2. Click Future Years in the Expenditure section to display the Expenditure Budget Process - Future page.
3. In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
4. Update account data in the budget fields, changing amounts as needed. For information on individual fields, refer to the Fields section.
   • Click Details on the Action Bar to display the Details page, which accesses an account's full budget record.
   • Click Notes on the toolbar to display the Notes page, where you can itemize an account's individual amounts or enter notes.
5. Click OK to save the record.

Deleting Expenditure Ledger records

1. Select Budget Preparation > Reports > Expenditure > Future Year Worksheet to display the Budget Entry center.
2. Click Future Years in the Expenditure section to display the Expenditure Budget Process - Future page.
3. In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
4. Select the record you want to delete.
5. Click Delete.
6. In the confirmation dialog, click Yes to delete the record.

Generating the Expenditure Ledger report

1. Select Budget Preparation > Reports > Expenditure > Future Year Worksheet to display the Budget Entry center.
2. Click Future Years in the Expenditure section to display the Expenditure Budget Process - Future page.
3. In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
4. Click Print.
5. In the Print window, specify how to generate the report, and then click OK. The report's default file name is future_list.rpt.

Following are descriptions of the fields associated with the worksheet. The first description is for the display-only field directly above the worksheet. This field only appears if there are records in Budget Preparation’s Budget Iterations and Phases tables.

Fields