Budget Worksheet Wizard - Account Type and Activity Basis Panel

Access this panel using Activities>Budget Worksheet.

Use this panel to select an Account Type and Activity Basis. The Account Type determines the General Ledger account types included in the worksheet while the Activity Basis filters accounts based on activity.

Selections on this panel will determine the remaining wizard panels. Your options will also differ if you selected a New Worksheet or a Revisions Worksheet.

 

Account Type Expense Accounts Only, Revenue Accounts Only, Revenue and Expense Accounts, All Available Accounts: Select the general ledger account type to be used when creating budget entries. All Available Accounts consist of all accounts except cash, accounts payable-vendors, and accounts receivable-customers.

Activity Basis: For Worksheet Type, New, select an activity basis of ACT (Accounts with Activity), ALL (All Valid Accounts), or BLANK (Blank Worksheet) to be used when creating budget entries.

• Accounts with Activity includes accounts that have posted activity (either budget or actual) when populating the worksheet.
• All Valid Accounts includes all accounts regardless of activity (either budget or actual) when populating the worksheet.
• The Blank Worksheet option stops the wizard and creates a worksheet with column headings and you can enter data manually in the rows.

For Worksheet Type, Revisions, the system automatically defaults to ACT (Accounts with Activity). Accounts with Activity includes accounts that have posted activity (either budget or actual) when populating the Revisions Worksheet.