Assigning Budget Rollup Codes to only certain accounts within a fund
- Knowledge Assistant
Owned by Knowledge Assistant
Description of Issue
Does a budget rollup code have to be applied to all accounts in a fund? Â
How would a budget rollup code just be applied to certain accounts in a fund?
Context
Budget Rollup Codes
Chart Manager
Cause
Resolution
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.
Additional Information
It is intended functionality to only allow expense accounts to be part of a budget rollup group.