How do I enter budget notes?
Add a budget note to a GL account when you enter budget amounts.
Adding budget notes
1. Open Connect General Ledger > Budgeting > Enter Budget Amounts.
2. At the end of the Account box, click .
3. Select Budget Notes from the list.
Budget Notes
4. Use the Budget Notes window to add a budget note to the GL account.
Budget Notes window
To add a budget note for a specific year, press the ~ button on the keyboard and then enter the YYYY or MM/YYYY. Press Enter to insert a line break and then enter the budget note.
Example:
~MM/YY
This is a budget note that is recorded for a specific GL period.
--
~YYYY
This is a budget note for a specific year.
To enter a general budget note that's not linked to a year or GL period, click on the line before the first ~ and then enter the general budget note.
Example:
This is a general budget note that is not linked to a specific year or GL period.
~MM/YY
This is a budget note that is recorded for a specific GL period.
~MM/YY
This is a budget note that is recorded for a specific GL period.
~YYYY
This is a budget note that is recorded for a specific GL period.
5. Click OK.
The budget note is saved.
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