Budgeting

joedee
2004-09-27
2013-05-02
  • joedee
    joedee
    2004-09-27

    I need some help with the Budgeting.
    To create a Budget, I did the following:

    1.  Created the Budget in the GL Budget screen.
    2.  Created the actual Budget in the GL Journal screen
         - Posting Type was set to 'Budget'
         - I selected the appropraite budget in the 'Budget field'
    I Completed and posted the Budget.

    My problem lies in the fact that my Budget affected the GL.  A budget is not supposed to do this, so my question is: "How do I create a Budget (and what screens would I create the Budget) so that it does not affect the GL; and also, in which report would be the easiet to get a print out of this budget for comparative purposes?"

    If someone could get back to me ASAP that would be greatly appreciated.

     
    • tinhvadoi
      tinhvadoi
      2004-09-29

      GL budget?
      it dont work

       
    • Kathy Pink
      Kathy Pink
      2004-09-29

      Budgets do work.  YOu create and update your budget amounts using GL JOurnals.  They will create accounting fact records for Budgets and you can report on them in financial reports