Automatic Budget Copy

 

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Select General Ledger Budget menu > Automatic Budget Copy.

Overview

Use Automatic Budget Copy to quickly determine figures for one budget by copying and changing information from another source budget.

For example, the source budget figures can be copied, increased or decreased by either an amount or a percentage, or replaced with an entered value to the "copy to" budget. You can also copy budget figures for selected fiscal year periods. In addition, you can determine all or a selected range of general ledger accounts for copying budget figures. Selections can include ranges of account numbers, main accounts, divisions, departments, group codes, and rollup codes.

Automatic Budget Copy updates budgets immediately. Unlike Budget Revision Entry, Automatic Budget Copy does not produce an audit trail for budget changes.

WARNING Print the Budget Report immediately after copying a budget to verify that the budget information has been copied correctly.

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