General Ledger > Budgets > Update or Delete a Budget

Budget records existing in the system can be updated or amended using the Budget Maintenance function. This section discusses the procedure on how to update a budget record, and how to delete those that are no longer needed.

To update a budget record, perform the following steps:

1.Access the Budget Maintenance function from the Budgets group in the Maintenance main menu. The Search screen is automatically displayed when the function is accessed.

2.In the Search screen, enter in the Search field the budget code that you want to update. Alternatively, you may scroll down the screen to locate the budget code; then, double-click on the code to select.

3.In the Budget Setup screen, amend the values in the Description and Year fields, if necessary.

4.In the Information section, follow these steps:

4.1. Click the Expand (^) button to show the different periods in your company's fiscal year.

4.2. Enter the new budget amounts in the Budget Amount field for the corresponding period that you want to update. To do this, double-click on the Budget Amount field; then, enter the desired value.

4.3. To add a GL Account ID to the budget record, click the Append row to end button to display the Budget window that shows all the GL Account IDs maintained in the company being accessed.

4.4. Mark the corresponding checkboxes of the GL Account IDs that you want to allocate a budget. Alternatively, you may click the checkbox in the header column to select all the GL Account IDs. Click OK to proceed; otherwise, click Cancel to discard selection.

4.5. To delete an Account ID from the budget, highlight the account ID on the grid; then, click the Delete button on the Information section toolbar. In the dialog box that appears, click Yes to confirm deletion; otherwise, click No.

5.After reviewing your entries, click the Save button in the Budget Maintenance toolbar to save your entries; otherwise, click Cancel.

6.To delete a budget record, click the Delete button on the Budget Maintenance toolbar. In the window that appears, click Yes to confirm deletion of the budget record; otherwise, click No.

Update or Delete a Budget

Update or Delete a Budget

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