Creating Budget Lines Manually
The purpose of this documentation is to provide detailed steps regarding how to create budget lines manually in Intacct. This process will be completed at the entity level.
Steps
- Click the Applications drop-down menu
- Click General Ledger
- Click the All tab
- Click Budgets
- Click Budget details next to the budget you want to add a line for
- Note: The Budget must already be created for you to add details to it
- Click Add
- Select a GL Account that the budget line should – i.e.: 61055 – Program & Event Awards/Gifts – PEV
- Type “8” in the Department field and select a Parish Department that begins with an “8” – i.e.: 8405 -- Instructional
- Select the “PRL” Location in the Location field – i.e.: PRL-0000—Demonstration Parish
- Select a Classification in the Classification field, if needed – i.e.: FUNDRG_OTHER—Fundraising - Other
- Select an Operating Unit that relates to this Parish – i.e.: Development & Fundraising
- Confirm that Restriction is set to “Unrestricted – W/O Donor Restrict”
- Enter a Periods from date – i.e.: 7/1/2020
- Enter a Periods to date – i.e.: 6/30/2021
- Click Show periods
- Note: After click Show periods, all periods that can be budgeted within the Period from date and Periods to date that were entered in steps 13 and 14 will appear
- Click the Select checkbox to include all periods in the budget
- Note: If needed, you can uncheck individual periods if you do not want to include budget amounts for those periods
- Enter the Budget amount for each period
- Enter a note, if needed
- Click Save
