/
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:

    1. Browse General Ledger Menu > Miscellaneous Set Up > Budget Rollups
    2. Add
    3. Define required fields Budget Code, Description and then select all needed options
    4. Accept

Versions 2019.1 and higher:

    1. Browse General Ledger Menu > Set Up/Chart of Accounts > Chart Manager
    2. Select ROLLUP CODE tab
    3. Add Rollup Code hyperlink option on the upper left side of screen
    4. Define required fields Budget Code, Description and then select all needed options
    5. Save button on lower right hand side of screen






Related content

Permission to Add a Rollup Code in Budget Rollups Chart Manager
Permission to Add a Rollup Code in Budget Rollups Chart Manager
More like this
Import Budget Rollup Codes
Import Budget Rollup Codes
Read with this
Adding Rollup Code in Chart Manager - Error "Unknown Error. Cannot Update BudgetRollup."
Adding Rollup Code in Chart Manager - Error "Unknown Error. Cannot Update BudgetRollup."
More like this
Deleting a Budget Rollup Group From an Account
Deleting a Budget Rollup Group From an Account
More like this
Cannot add Revenue Accounts to a Budget rollup group
Cannot add Revenue Accounts to a Budget rollup group
More like this
Default budget rollup code assigned when a new account is created
Default budget rollup code assigned when a new account is created
More like this