Budget

The Budget module is a powerful planning and reporting tool for any organization to use when creating budgets for any time frame, including multiple fiscal years. Customized budgets can be created for individual grants (if appropriate), programs, or account segments, and then those budgets can be consolidated by posting budgets directly to the General Ledger.

With Administrative User Rights,

Organization>

  • Set Up Modules>Budget>Budget Versions and Primary Budget Controls
For Accounting

Activities>

  • Budget Worksheet

Reports>

  • Budget>Detail Budget/Actual Transactions, Summary Budget Comparison, and Budget Worksheet