How_do_I_enter_budget_notes_

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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