Budget Ledger Options
Fund Accounting's Budget Ledger options enable you to set up and maintain your Expenditure, Revenue, and Project Ledgers. In addition to creating accounts and allocating funds, you can adjust budget amounts, transfer funds, and process related approvals.
Menu Path: Fund Accounting > Entry & Processing > Budget Ledgers > select an option
Menu Options
Approve/Deny Budget Adjustments | Enables you to select budget adjustments to approve or deny. You can also flag adjustments as needing correction. |
Approve/Deny Budget Transfer | Enables you to select budget transfers for approve or deny. You can also flag transfers as needing correction. |
Batch Budget Adjustments | Enables you to enter budget adjustments in a batch file for a selected accounting period. You can then release and post the adjustments to the appropriate ledger. |
Batch Budget Transfer | Enables you to transfer budgeted funds from one budget unit-account to another. After creating a batch file of one or more transfers, you can release and post the batch to the appropriate ledger. |
Expenditure Ledger | Enables you to list and delete budget records in your Expenditure Ledger. You can also access pages for adding records, adjusting budgets, transferring funds between records, listing expenditure transactions, and reviewing data in your expenditure records. |
Project Ledger | Enables you to list and delete expenditure and revenue budget records in your Project Ledger. You can also access pages for adding records, adjusting budgets, transferring funds between records, listing transactions, and reviewing the data in your project records. |
Revenue Ledger | Enables you to list and delete budget records in your Revenue Ledger. You can also access pages for adding records, adjusting budgets, transferring funds between records, listing revenue transactions, and reviewing the data in your revenue records. |