Add a Budget Account

Use the Financial Budget submodule to add budget accounts.

To perform this procedure, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

Before adding a budget account, make sure that the account already exists in the Chart of Accounts submodule in the General Ledger module.

To add a budget account:

1. On the main toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration screen, click General Ledger > Financial Budget.
3. If you have more than one company in your system, use the drop-down list above the left pane to select the company for which you want to add a budget account.
4. On the Budget List tab, select the budget that will use the account that you want to add.
5. Click the Account Budget tab.
6. At the top of the grid, click Create new account .
7. In the Enter a Value dialog box, select the account that you want to add from the drop-down list, and click OK.