The Account Details screen contains details about the budget, including the selected GL Account amounts and/or percentages, once a budget has been entered.
From this screen, users can:
Make updates by period/week for all Locations on the budget
Mass update all periods/weeks for all Locations using the 'Set All to Same Amount' function
Mass update all periods/weeks for all Locations using the 'Increase / Decrease % Update' function
Security
The following permissions are associated with Account Detail screen:
General Ledger
Budgets
View Budgets
Edit Budgets
Create Budgets
Delete Budgets
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
1) Navigate to the desired Budget
Open the Accounting application.
Expand the General Ledger folder.
Select Budgets.
Click the desired budget.
2) Select the desired GL Account
Option A) Right-click a GL Account line then select 'Details'
Option B) Double-click in the 'Budget As' or 'Period' columns in the GL Account line
Account Detail Screen Buttons and Fields
Button/Field | Description | |
|---|---|---|
1 | Budget As | Determines how the budget will be calculated, either by dollar amount or as a percentage of another record (Account, GL Type, or Operational Report Category). By default, all accounts will have the 'Budget As' set to 'Amount.' This setting is visible on the main budget screen in the 'Budget As' column. Learn more about the 'Budget As' setting. |
2 | Set All to Same / Update Amounts button | Clicking 'Update Amounts' applies the value in the 'Set All to Same' field to all locations on the Account Details screen. Learn more about 'Set All to Same'. |
3 | Increase % / Decrease % Update button | Clicking 'Update %' applies the percentage increase/decrease in the '%' field to all locations on the Account Details screen. Learn more about 'Increase %' / 'Decrease %'. |
4 | Actuals Visibility toggle | Toggle the display of Prior Year Actuals. |
5 | Actuals Location selector | In conjunction with the 'Actuals Account' selector to the right, displays the prior year actuals for a specified account for a specified location on the budget. |
6 | Actuals Account selector | In conjunction with the 'Actuals Location' selector to the left, displays the prior year actuals for a specified account for a specified location on the budget. |
7 | Account Detail by Location | Displays the details for each period/week for each location on the budget. Learn more about Completing and Updating Budgets. |
8 | Totals | Displays the totals for each period/week for all locations. |
9 | Save & Close / Cancel buttons | Save the changes made and close the Account Details screen, or exit account details without saving. |