How_do_I_use_individual_budget_journals_

How do I use individual budget journals?

When you set up the budget journals you have the option of linking one budget journal to a specific budget level or using one budget level that is not assigned to a specific budget level.

One budget journal to a specific budget level

This table shows the recommended budget journals and levels.

 

Journal

   Level

BUD1

1 - Beginning

BUD2

2 - Requested

BUD3

3 - Recommended

BUD4

4 - Approved

BUD5

5 - Modified

BUD6

6 - Final

 

What are the advantages of using individual budget journals?

Using individual budget journals allows Caselle to assign a budget level when you run a budget routine. It's also easier to delete entries for specific budget level.

What are the disadvantages of using individual budget journals?

You'll need to maintain multiple journals. You'll also need to remember which journal code to use when printing or editing a budget.

 

One budget journal not assigned to a specific budget level

Instead of creating a budget for each budget level, another option is that you can create a single budget journal to store all of the budget levels.

What are the advantages of using a single budget journal not assigned to a specific budget level?

There is only one journal to maintain and it's easier to remember one journal code when entering or editing a budget.

What are the disadvantages of using a single budget journal not assigned to a specific budget level?

It limits Caselle's ability to assign budget levels when you run budget routines. It's more difficult when deleting entries for a specific budget level. And it's more difficult to determine in Inquiry and on some reports which level an entry is assigned to.

 

 

 

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