Create a Budget Journal Entry

Posted on | By msiedit

CREATE A BUDGET JOURNAL ENTRY

  • Click the “Budget” tab.
  • Enter the account numbers, description, and amounts per line.
  • Click the “Post” button at the bottom of the screen.

Save time by importing the entry from Excel!

  • Click “Upload Excel” in the bottom left corner.
  • Click “Browse” to search for, then select, the Excel File. If there is a specific sheet used in the Excel File for this entry, choose the sheet from the drop-down.
  • Change the Column Header line as needed (not usual).
    • (Optional) Check off Ignore hidden Rows and Columns.
  • Click “Load”- this will display a preview of what will be imported.
  • (Optional) Select “Skip lines with invalid Account Numbers”
  • Click “Import” – example below.

The entry is not complete yet.

  • Enter a Description.
  • Select “Budget Adjustment (Transfer)”, if it applies to this entry.
    • (Optional) Enter a Ref #.
  • Verify the imported information is accurate.
  • Click POST when complete.
Category: Fund Accounting, Journal Entries