How_do_I_change_my_default_options_Enter_Budget_Amounts_

How do I change my default options? (Enter Budget Amounts)

Change my options for entering budget amounts. You can set the default action for the Print button, change the report that prints, change the number of comments to display in the comment history list, and set up the default options for splitting amounts, using whole dollar mode, and turning on the option to use the Amount field as a calculator.

Setting the default action on my Print button

Assign the default action to the Print button. When you click the Print button, you can print the transactions that display in the grid or you can print the budget journals report. Even though a default action is assigned to the Print button, you can use the Print mini-button to select either option from the Print menu.

To learn more about the Print button options, see also How do I print budget worksheet? and How do I print Budget Journals report?

Do this...

1. Open Connect General Ledger > Budgeting > Enter Budget Amounts.

2. Click Options (F12) .

3. Use the Default Print Options list to select an option.

Default print options list

What do you want to assign to the Print button?

  • I want to print the transaction grid. Use the Default Print Options list to select Print Grid.

  • I want to print the budget journals report. Use the Default Print Options list to select Print Budget Journals.

4. Click OK.

The default print option is saved.

Changing my budget journals definition for printing reports

Select the report definition that Connect will use to print the Budget Journals report when you print the report from the Enter Budget Worksheet Amounts view.

Do this...

1. Open Connect General Ledger > Budgeting > Enter Budget Worksheet Amounts.

2. Click Options (F12) .

3. Use the Budget Journals Definition list to select a report definition.

How do I set up a new report definition? Go to the Budget Journals report, set up the report, and then click Save. Follow the instructions that display on the screen to save the new report definition. You may need to exit and relaunch the Enter Budget Worksheet Amounts view to update the Budget Journal Definitions list in the Options window.

Budget Journals Definition list

4. Click OK.

The default report definition is saved.

Selecting the number of comments to display in the comment history log

Clicking the Comment History button on the Enter Budget Amounts view allows you to view different entries that have been created for other accounts. You can select an entry to copy it to the current account. You can use the default option to set the number of comments that will be displayed in the Comment History list.


Do this...

1. Open Connect General Ledger >udgeting > Enter Amounts.

2. Click Options (F12) .

3. Use the Comment History to Display box to enter a number (1 - 90).

Comment history to display box


4. Click OK.

The default number of comments to display is saved.


Selecting my default entry mode

Select the default entry mode for entering budget amounts. You can choose split mode, whole dollar mode,  and calculator mode.


Split mode

Use split mode to save the transactions with the same reference number and assign a different sequence number.


Why can't I use split mode? Split mode is only available when you're entering budget amounts for multiple periods.


Whole dollar mode

Use whole dollar mode enter an amount without keying the decimal or cents. Only use Whole Dollar mode when you want to enter a whole dollar amount. For example, when Jill uses Whole Dollar mode and she enters 1000, Connect inserts a decimal followed by two zeros. Jill looks at the Amount box and sees "1000.00" is saved as the amount. On the other hand, when Jill turns off Whole Dollar mode and she enters 1000, Connect inserts a decimal and saves "10.00" as the amount.

To turn on Whole Dollar mode, click Whole Dollar Mode (CTRL+A) .

Whole Dollar Mode button


Turn off Whole Dollar mode, click Whole Dollar Mode (CTRL+A) again.

 

Calculator mode

Change the Amount field on the Enter Budget Amounts view to allow operations to add, subtract, multiple, and divide. This is an optional function.


With Calculator mode

To use the calculator function, press ALT+C on the keyboard or click the Calculator button.

Calculator Mode


Now, you can use the Amount field to calculate an amount, like this...

 

Without Calculator mode

To enter an amount, just type in a value in the Amount field and press Enter. The amount is recorded as is.

 

 

Copying fields to the next entry

Copy the field values from the current entry to the same fields on the next entry. You can edit the copied field values.

Do this...

1. Open Connect General Ledger > Budgeting > Enter Budget Worksheet Amounts.

2. Click Options (F12) .

3. Click Select next to the Copy fields.  

Select button


4. Use the Selection window to select the fields that you want to copy to the next entry.

Selection window


5. Click OK.

The fields that you have selected display in the Copy Fields box.

Copy fields

 

 

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