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Assigning Budget Rollup Codes to only certain Accounts within a Fund
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titleDescription of Issue

Does a budget rollup code have to be applied to all accounts in a fund?  

How would a budget rollup code just be applied to certain accounts in a fund?


General Ledger
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titleContext
  • Budget Rollup Codes
  • Chart Manager

...

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titleResolution

It is not required that all accounts within a specific fund be included with the budget rollup code.

  • The Organization Code needs to be set to Calculate Available Budget by Account in Chart of Account Segments.
  • In Account Master, Search for an account and fill in an existing rollup code in the Budget rollup code field.


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titleAdditional Information

It is intended functionality to only allow expense accounts to be part of a budget rollup group.