Copy an Existing General Ledger Budget
You can copy an existing budget and then modify its information to create a new one.
Prerequisite: Open a General Ledger budget.
To create a new budget by copying an existing budget:
-
On the General Ledger Budgeting form, select one of the following actions:
Option Description To copy the current budget Open a budget, click
New, and select
Copy Current Budget.
To select the budget that you want to copy Click the
Select Budget to Copy option, then search for and select the budget that you want to copy.
- In the Budget Name field, enter the new budget name.
- Click Save.
