Copying budgets

Introduction

You can copy budgets by clicking  Copy under the Budgets tab at the Maintain accounts screen. For more information, see Creating and maintaining general ledger accounts.

At this screen, you are able to copy the budgeted amounts of a budget entry across years and periods. This can be done by defining the years and periods from or to which the budgeted amounts are copied, as well as the relevant budget scenario for the budgeted amounts to be copied to. You can also define the amounts of budget to be copied, either increasing or decreasing, in percentage.

Menu path

Go to Finance ➔ General ledger ➔ Chart of G/L’s, select the relevant general ledger (G/L) account, and then click Open.

Fields

Copy: From section

Year

Select the year from which you want to copy the budgeted amount(s).

Period

Select a range of periods from which you want to copy the budgeted amount(s).

Copy: To section

Budget scenario

Type or select a budget scenario to which the budgeted amount(s) is copied. This is mandatory.

Year

Select the year to which you want to copy the budgeted amount(s).

Period

By default, this is pre-filled with the range of periods selected at Period under the Copy: From section. This cannot be edited.

Increment factor section

In this section, you can increase or decrease the budgeted amount(s) to be copied to the selected budget scenario. Select + to increase the budgeted amount(s) or – to decrease the budgeted amount(s) for the defined period(s), and then type the percentage of increment or decrement in the box next to your selection.

Buttons

Copy

Click this to copy the budgeted amount(s) based on the defined criteria.

Close

Click this to exit.

Related documents

• Creating and maintaining general ledger accounts
• Creating and maintaining general ledger accounts – Budgets tab
• Entering budgets