How do I add/remove a budget level?

You can link a journal code to a budget level to record budget transactions.

A budget level is a level in a budget that you can use to label and track amounts through the budgeting process.

Contents

Journal code: Bud1
Budget level: (1) Beginning Budget

Journal code: Bud2
Budget level: (2) Requested Budget

Journal code: Bud3
Budget level: (3) Recommended Budget

Journal code: Bud4
Budget level: (4) Approved Budget

Journal code: Bud5
Budget level: (5) Modified Budget

Note: The options in this section will be available when the Type is Budget.

1. Open Connect General Ledger > Organization > Journal Codes.

2. Click the field titled Journal Code, and then enter the journal code and press Enter.

3. Find the section titled Budget Level.

4. Click Add a New Budget Level to This Journal.

The Search form displays a list of budget levels.

5. Click to select the budget level to assign to the journal code.

6. Click OK.

The budget level is assigned.

1. Open Connect General Ledger > Organization > Journal Codes.

2. Click the field titled Journal Code, and then enter the journal code and press Enter.

3. Find the section titled Budget Level.

4. Click to select the budget level to remove.

5. Click Remove the Selected Budget Level a New Budget Level From This Journal.

The budget level is deleted.