How_do_I_add/remove_budget_levels_

How do I add/remove budget levels?

You can include custom report titles for each budget level in order to record budget amounts on reports that require specific report headings.

With Connect, you can determine how many budget levels you wish to use and what the name is for each level. Budget levels permit you to organize and store budget amounts at various stages of the budget creation process. They allow you to report the accumulated budget amounts in one locations, and they display any changes in the budget that are recorded during each stage of the creation process as the changes are input by department directors, budget officers, and the governing body.

Budget levels also adhere to the GASB Statement No. 34 reporting requirements. Statement No. 34 requires a minimum of two budget levels: one level for the original Approved Budget (also known as the Operating Budget), and the other level for any changes to the budget during the course of the year.

Here are the recommended budget levels

  • BUD1 (Journal Code), 1-Beginning (Level)

  • BUD2, 2-Requested

  • BUD3, 3-Recommended

  • BUD4, 4-Approved

  • BUD5, 5-Modified

  • BUD6, 6-Final

Adding budget levels

1. Open Connect General Ledger > Budgeting > Budget Levels.

2. Click New (CTRL+N).

3. Fill in the budget level, title, and report title 1 and 2.

4. Click Save (CTRL+S).

The budget level is saved,

 

Deleting budget levels

1. Open Connect General Ledger > Budgeting > Budget Levels.

You cannot delete a budget level when related transactions exist.

2. Use the Lookup bar to enter a budget level. Press Enter.

3. Click Delete (CTRL+D).

The budget level is deleted.

 

 

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