Creating a General Ledger Budget

To create a General Ledger Budget:

1. While in the Budgeting function, click the New Budgetbutton on the Budget tool ribbon and select New General Ledger Budget.
   
   
2. Enter a Budget Name.
3. Enter a Budget Code.

   Your firm should establish a naming convention for budget codes. For example for this General Ledger budget, the code could be, "GLBudQ1-09". "GL" for General Ledger, "Bud" for Budget, "Q1" for Quarter1 and "-09" for the year.

4. Enter a Budget Description. This field is used for provide a quick explanation when displayed on the My Budgets listings. An example could be, "First Quarter GL budget for the main office."
5. Place a check mark in the Import Actuals check box to have the General Ledger data imported during the creation of the new budget.
6. Select the appropriate Account Levels.

   Account Levels are derived from the Firm Options established in Juris. If you have created Sub-Accounts, they are displayed in the Account Level section in Budgeting

7. Specific accounts are listed in the grid and may be selected individually to be placed in the budget. Place a mark in the check box to enable the account.
8. Click the OK button when you have completed entering in the information and making account selections.
   
   

   To sort the account data, you can use the Groupby function by dragging the column header into the gray area. You can also use the filter icon in the column header to apply a filter.

9. The newly created budget displays in the budget grid.
   
   

   Remember that you can use the Back To My Budgets button to return to the list view. You are prompted to save any changes made.