Use the G/L Budget Copy window to copy a budget of an account, branch, or year to the displayed budget in the G/L Budget Maintenance window. For example, if you have an accounts payable budget that is very similar to the accounts receivable budget you want to create, you can copy the first one to create the second one, which then needs only a few changes to update it.
To copy a G/L budget:
From the G/L menu, select G/L Budgeting to display the G/L Budget Maintenance window.
Display the account to which you want to copy a budget by completing the following fields:
|
Field |
Description |
|
Account |
The general ledger account name. Enter or select an account. |
|
Branch |
The branch number of the account for which the copied budget applies. Enter or select a branch. |
|
Year |
The fiscal year for which you want to create the budget. Enter the year and click Update.
|
From the File menu, select Copy From to display the G/L Budget Copy dialog box.
If you want to copy the information from a subledger of the account, enter or select the subledger account in the Subledger to Copy From field.
In the Account To Copy From field, enter or select an account.
In the Branch Of Account field, enter or select the branch of the account for the budget you are creating.
In the Fiscal Year Of Budget To Copy field, press Enter to accept the default of the current year or enter a new year.
In the Percentage Of Budget field, enter the percentage of dollars of the copied budget that you want in the new budget.
For example, the accounts receivable budget that you are copying is $100,000. The accounts payable budget that you are creating is $85,000. Enter 85 in this field to use 85 percent of the copied budget. The numbers in the new budget reflect $85,000.
Click OK to close the window and copy the information to the account displayed in the G/L Budget Maintenance window.
See Creating G/L Budgets to adapt the copied budget to meet your needs.
See Also: