To create a General Ledger budget, enter the budget name, code, and description, choose whether to import actuals, select the appropriate account levels and accounts, then save the budget.
Use New General Ledger Budget in Juris Suite Budgeting to create a budget based on General Ledger accounts.
Create a General Ledger budget
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Open Budgeting.
- For more information, see Budgeting: Getting Started.
- On the Budget tool ribbon, click New Budget.
- Select New General Ledger Budget.
- Enter a Budget Name.
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Enter a Budget Code.
Your firm should establish a naming convention for budget codes.
Example: GLBudQ1-09
In this example:
- GL = General Ledger
- Bud = Budget
- Q1 = Quarter 1
- -09 = Year
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Enter a Budget Description.
This field provides a quick explanation when the budget appears in My Budgets.
Example: First Quarter GL budget for the main office.
- Optional: Select Import Actuals to import General Ledger data while the new budget is being created.
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Select the appropriate Account Levels.
Account Levels are derived from Firm Options in Juris. If Sub-Accounts have been created, they appear in the Account Level section in Budgeting.
- In the account grid, select the checkbox for each account to include in the budget.
- Click OK when you have finished entering the budget information and selecting accounts.
The new budget appears in the budget grid.
Sort or filter account data
To organize the account data:
- Use the Group By function by dragging a column header into the gray area.
- Use the filter icon in a column header to apply a filter.
Return to My Budgets
Click Back To My Budgets to return to the list view.
If changes have been made, Juris Suite prompts you to save them.