Create a General Ledger Group

Create a general ledger group to organize multiple related budgets. You can then review, edit, , and report on these budgets all at once rather than selecting each budget individually.

To create a general ledger budget group:

  1. In the Navigation pane, select General Ledger > General Ledger Groups.
  2. Click + New General Ledger Group.
  3. At the form's header, enter a unique name for the general ledger group.
  4. Complete the required fields on the Budget tab.
  5. In the Budget Year field, specify a year.
    This year is used to select budgets by year for general ledger reporting.
  6. Select or clear the Available for Reporting checkbox to specify whether or not the budget group is available for reporting
  7. Add one or more budgets to the general ledger group.
    For more information, see Add a Budget to a General Ledger Group.
  8. Click Save.
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