Budget Sessions

Navigate to Transactions > Budget > Budget Transactions

Sessions are used to group related transaction documents. When a session is posted, all documents in the session are processed together. You must create or open a session in order to enter documents or transactions.

 

In this topic:

 

Create a New Session

To create a new session, complete the fields at the top of the page.

Session ID: Enter a value for the Session ID, or select the + button to generate one automatically. The Session ID links each transaction to its session, allowing you to track the origin of any entry.

Status: Select the session status:

• BP (Batch to Post) - Runs accounting validations against the session transactions.

• BS (Batch to Suspend) - Suspends validations and keeps the session as a work-in-progress. Sessions with this status can't be posted until the status is changed to BP.

Description: Enter a description for the session.

Session Date: Enter a valid session date. The system defaults to today's date.

Budget Version: Select a budget version from the list of versions defined for your organization.

 

Start: Select to proceed to the transaction entry page and begin entering documents & transactions into the session.

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Unposted Sessions

The Unposted Sessions grid displays all sessions that haven't been posted. From this grid, you can view, edit, or post sessions.

• Post - To post a session, select it from the grid, then select Post. You can only post sessions that have a status of BP.

• Delete - To delete a session, select it from the grid, then select Delete. This action cannot be undone.

Once a session is posted, you can find it on the Manage Sessions page.

 

 

The Unposted Sessions grid includes the following columns:

Session ID: The ID of the session. Select a session ID to view or edit the session.

Status: The status of the session (BP or BS)

Document Count: The number of documents in the session

Session Date: The date of the session

Description: The description of the session