Description of Issue

Need to have a list of all accounts and their assigned rollup codes

Context

Cause

Resolution

YTD Budget Report program can be used to generate a list of all accounts and their assigned rollup codes.

Browse to Munis > Financials > General Ledger Menu > Inquiry & Reports > YTD Budget Report
Choose Select
Accept
Report Options
Update
Use YTD Budget Report option's sort sequence as follows:
1. Rollup Code
2. Org Code
3. Object Code
4. Project Code
Accept
Return
Excel
Choose all needed field checkboxes for output, especially Rollup Code
Ok

Additional Information

Excel can be filtered and sorted as needed

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