Budget grouping allows users to print income and budget reports using custom grouping that is setup by an accounting administrator.  When the report is printed in the location specified by the user, the PDF files containing the various reports within the group are printed as a batch.

General code details

The general code for controlling budget groups is is BUDGETGRP and allows users to do the following:

• Control visibility of added budget group entries
• Control sequence of added group entries

Create new budget group

Accounting > Admin > GL Admin > Budget Group Maint

• Select New Group from Budget Budget Group field drop down menu
• ADD (+) icon – Add a new budget group
• Select a title or budget number from the drop down list in the respective column (double click in grid cell)
• Select sub account and sequence (double click in grid cell and select)

Edit existing budget group

BudgetNo, Title, Sub Account or Seq. of a Budget Group may be modified.

Accounting > Admin > GL Admin > Budget Group Maint

• Put grid in EDIT mode
• Double click in any allowable cell you wish to modify
• Select a title or budget number from the drop down list in the respective column (double click in grid cell)
• Select sub account and / or sequence (double click in grid cell and select)

Using budget grouping in report printing

Custom budget grouping can be applied to the following reports:

• Accounting > Reports > Income vs Budget
• The Income Statement, Budget, Sub Accounts and Budget Group options can be selected from the ‘Budget Group’ drop-down box in the Filters tab.

For details regarding budget report printing, see article Budget Report Printing