Search for Accounts without a Budget Rollup

Description of Issue
  • Need a report for Accounts that do not have a Budget Rollup code assigned
  • Which accounts are not part of a budget rollup group?
  • Search for accounts with blank Budget Rollup field
Context
  • Budget Rollups
  • Account Master 
  • Chart of Accounts
  • Budgeting
Cause


Resolution

In Account Master or Account Inquiry, select Search and enter a '=' symbol in the Budget Rollup field. This will search on all accounts where this field is blank.

The search results can be output from either program.

Additional Information