The Budgeting Menu contains commands used to perform the steps of the budget process and update the budget information to the appropriation master accounts after the budget figures are approved.
Note: For information on the timing and sequence of budgeting tasks, see Budgeting Procedure.
Directions:
To open
the Budgeting Menu, click the following sequence:
Fund Accounting from the Menu
Bar; and Budgeting.
Keyboard shortcut: [ALT]
[u] [b]
The table below describes the available options.
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Budgeting Menu Items |
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Allows you to manually maintain the budget information for the budget master accounts. Keyboard shortcut: [ALT] [u] [b] [m] | |
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Creates and/or updates budget master information from the appropriation master accounts. Keyboard shortcut: [ALT] [u] [b] [c] | |
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Copies the department requested amount to the manager requested field and maintains the original amount in the department requested field as well. Keyboard shortcut: [ALT] [u] [b] [a] | |
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Copies the manager requested field amount to the approved field amount for each budget master. Keyboard shortcut: [ALT] [u] [b] [p] | |
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Updates the budget current year expended amount with the most recent appropriation master current year expended paid amount. Keyboard shortcut: [ALT] [u] [b] [y] | |
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Lists the appropriation accounts showing the budget amounts and expended amounts for this year and last year. Keyboard shortcut: [ALT] [u] [b] [b] | |
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Updates the approved budget amounts to the appropriation amount for the appropriate appropriation master accounts. Keyboard shortcut: [ALT] [u] [b] [u] | |
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Transfers the selected budget amounts from the VGL Budget file to the Appropriation Monthly file and will update the Appropriation Master account with the amounts. Keyboard shortcut: [ALT] [u] [b] [f] Note: This menu selection only pertains to sites using the VGL version of General Ledger. | |