Use this page to define general system information, set up expenditure and revenue account ranges, establish the method for entering ledger records, and add the titles used for financial reporting and project accounting levels.
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If you use the PowerSchool ERP Budget Request Center, then you will perform additional setup with the Web Budgeting tab.
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If you use a full account mask for ledger record entry, you need to set up the appropriate formatting through the Translation item.
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After initial setup of the Budget Preparation Profile, you will rely on the new year budget extraction process to update the budget year information.
Menu Path: System Administration > Administration > Profiles > Budget Preparation Profile
Tabs
Following are summary descriptions for the profile page's tabs:
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Funds/Accounts |
Stores expenditure and revenue account ranges and method for entering ledger records. |
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Titles |
Establishes field labels for each level in your financial reporting and project accounting structures. |
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Web Budgeting |
Holds setup information for the PowerSchool ERP Budget Request Center. |
Fields
General Section
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Field |
Description |
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Year |
Fiscal year for the budget currently in progress in the Budget Preparation System. This field is incremented annually to the next fiscal year based on running the New Budget Year Extract Type through Budget Preparation’s Extract Information option. Character/4 |
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Start Date |
Fiscal year start date for the budget currently in progress. This calendar date’s year is incremented annually based on running the New Budget Year Extract Type through Budget Preparation’s Extract Information option. |
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End Date |
Fiscal year end date for the budget currently in progress. This calendar date’s year is incremented annually based on running the New Budget Year Extract Type through Budget Preparation’s Extract Information option. |
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Client |
Your organization’s name as it should appear in Budget Preparation reports. Character/40 |
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System |
Title of the software package. Character/40 |
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Company |
Software vendor that supplied this package. Character/40 |