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Financial Budget

Warren Hamilton
Warren Hamilton
  • Updated
Upload a financial budget and set up new budget balances for a new fiscal year in the system for comparison against actual financial performance.




1. From the homepage, go to Finance module.

2. Navigate to the General Ledger and Financial Budget.




1. Click the Create New button.

2. Input the Financial Budget name.

3. Select and input the following:

  • Business Entity
  • Fiscal Year
  • Version Name
  • Description

4. Download the financial budget template by clicking the Download Template button.

5. Populate the following:

  • GL Account
  • Amounts per Accounting Period/Month

6. Once done, upload the template by clicking the Upload Additional button.

7. Review the financial budget and total budget amount.

8. Once okay, click the Submit for Approval button.



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