Where are budget notes for YYYY? (Account Inquiry)
Connect saves budget notes by budget year. To add or view a budget note in Account Inquiry, select the budget year. To edit or delete a budget note, use Enter Budget Amounts (Budgeting > Enter Budget Amounts).
Viewing budget notes by YYYY
1. Open Connect General Ledger > Account Inquiry.
2. Select the Budget tab.
3. Select the Notes tab.
The general budget notes and budget notes by budget year display on the screen.
Adding a general budget note in Account Inquiry
1. Open Connect General Ledger > Account Inquiry.
2. Select the Budget tab.
3. Select the Notes tab.
4. Use the field titled General to enter the budget note.
The general budget note is saved.
Adding a budget note to a budget year in Account Inquiry
1. Open Connect General Ledger > Account Inquiry.
2. Select the Budget tab.
3. Select the Notes tab.
4. Use the field on the right to select a budget year.
5. Click Add Year.
A text box for the selected YYYY displays on the screen.
6. Use the field to enter a budget note for the selected YYYY.
The budget note is saved with the selected YYYY.
Editing or deleting budget notes
To edit or delete a budget note, use Enter Budget Amounts (Budgeting > Enter Budget Amounts).
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