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Add Budget Rollup Code
Add Budget Rollup Code
Description of Issue
How to add a new budget rollup code
Context
Budget Rollups
Chart Manager
Cause
Site would like to start utilizing Budget Rollups for either grouping reports, budget preparation, budget validation or a combination of those options
Resolution
Version 11.3:
- Browse General Ledger Menu > Miscellaneous Set Up > Budget Rollups
- Add
- Define required fields Budget Code, Description and then select all needed options
- Accept
Versions 2019.1 and higher:
- Browse General Ledger Menu > Set Up/Chart of Accounts > Chart Manager
- Select ROLLUP CODE tab
- Add Rollup Code hyperlink option on the upper left side of screen
- Define required fields Budget Code, Description and then select all needed options
- Save button on lower right hand side of screen
Additional Information
, multiple selections available,
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