Create a General Ledger Budget Group

Create a general ledger budget group to organize multiple budgets that are related. You can then review, edit, approve, and report on these budgets all at one time rather than selecting each budget individually.

To create a general ledger budget group:

1. In the Navigation pane, select General Ledger > General Ledger Group.
2. In the Budget Group Name field on the General tab of the General Ledger Budgeting Group form, enter a unique name for the budget group.
3. In the Budget Year field, specify the year. This year is used to select budgets by year for general ledger reporting.
4. Specify whether or not the budget group is available for reporting and enter notes about the budget group.
5. On the toolbar of the Budgets in Group grid, click the Associate option to display the lookup and then select one or more detail budgets to add to the group. The Accounts in Group grid automatically populates with all accounts and amounts that are associated with the selected budgets.
6. Click Save.