Adjusting the Annual Budget Dialog Box

Use the Adjusting the Annual Budget dialog box to adjust budget amounts for an account based on a percentage or an amount.

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Accounting > Budgeting > Consolidated G/L.
  2. On the Consolidated G/L Budgeting form, click the row for the account and then click Tools on the toolbar.
  3. Click Adjust Budget.

Contents

Field Description
Percent To change budget amounts for an account based on a percentage, click the row for the account, enter the percentage in the Percent field, and click the Percent button. For example, to increase all budget amounts by ten percent, enter 10 and click Percent.

You cannot adjust by percent and amount simultaneously. Each time you click the Percent or Amount button you adjust by only the value in the corresponding field.

Amount To change budget amounts based on an amount, enter that amount in the Amount field, and click the Amount button. For example, to increase all budget amounts by 1000, enter 1000 and click Amount.

You cannot adjust by percent and amount simultaneously. Each time that you click the Percent or Amount button you adjust by the value in the corresponding field.

Cancel Click this button to close the dialog box without making an adjustment.