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Description of Issue

We cannot import the cash account into the budget projection

Context

Define start budget projection

Include cash account

Cause

Budget import does not have a checkbox to include cash accounts. 

Resolution

MUNIS > Financials > Budget Processing > Define Start Budget Projection 

  1. Click Add
  2. Complete all necessary information for the budget projection
  3. Click on Include Cash account option
  4. Click Cash Account in the excel ribbon (this wont appear until the Include cash account option is checked)
  5. Click on either AP Control Account or Define by Object and enter in the Object number
  6. Click Accept
  7. Click Accept

MUNIS > Financials > Budget Processing > Next Year Budget Entry

Add the cash account to the budget projection. Please follow this article How to add a new General Ledger account to an existing Budget Projection




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