GL Budgeting

The following workflows are available in this area:

• Add a GL Budget
• Edit a GL Budget
• Delete a GL Budget
• Print a List of GL Budgets
• View Import Log
• Apply Global Increase/Decrease
• Export a GL Budget

The following reports can be accessed from this area:

• General Ledger Register
• Status of Accounts
• Default/Recurring Entries
• Budget Balance Sheet Monthly
• Budget Balance Sheet Summary
• Budget Income Statement Monthly
• Budget Income Statement Summary
• Budget Trial Balance

To access the GL Budgeting area, follow the steps below.

1. To access the General Ledger area from the Home screen, do one of the following:
   
   • Click General Ledger on the navigation panel.
   • Click Areas > General Ledger on the menubar.
   • Click the down arrow next to Home on the options bar and select General Ledger.

To access the General Ledger from another area of the program, do one of the following:

• Click Home > General Ledger on the menubar.
• Click the down arrow next to Home on the options bar and select General Ledger.

2. Click the Budgets navigation panel button or Areas > Budgets on the menubar.
3. Click GL Budgeting on the navigation panel under Budgets.

The screen is comprised of the following sections:

1. • Menubar

     

     The following options are available from the menubar of the GL Budgeting area:

     1. • File
        • • New
          • • GL Budget
            • Receipt
            • Disbursement
            • Voucher
            • Journal Entry
            • Reconciliation
            • • Premium Payable
              • Direct Bill
              • Pr/Br Payables
              • Government Payables
              • Bank
            • Budget
            • • GL Budget
            • Import
            • • Direct Bill Transaction
              • Receipt
              • Reconciliations
            • Export
            • Activity
            • Sticky Note
          • Open
          • Delete
          • Save
          • Print
          • • Listview
            • Barcode
          • Exit
        • Edit
        • • Undo
          • Cut
          • Copy
          • Paste
          • Delete
          • Select All
          • Desired
          • Required
        • Areas
        • • General Ledger Home
          • Receipts
          • Disbursements
          • Vouchers
          • Journal Entries
          • Reconciliations
          • • Premium Payable
            • Direct Bill
            • Pr/Br Payables
            • Bank
          • Budgets
          • • GL Budgeting
          • Import
          • • Direct Bill Transactions
            • Receipt
            • Reconciliations
          • Export
          • Activities
        • Home
        • • Accounts
          • General Ledger
          • Reports/Marketing
          • Procedures
          • Configure
          • Utilities
          • Email
        • Locate
        • Actions
        • • Apply Global Increase/Decrease
          • Export Budget
        • On Demand
        • • Budget Balance Sheet - Monthly
          • Budget Balance Sheet - Summary
          • Budget Income Statement - Monthly
          • Budget Income Statement - Summary
          • Budget Trial Balance
          • Default/Recurring Entries
          • General Ledger Register
          • Status of Accounts
        • Access
        • • Activities
          • Notifications
        • Links
        • myEpic
        • SMS
        • Help
        • • Applied Epic Help
          • Applied KnowledgeBase
          • Applied Epic Release Notes
          • Online Chat / Log a Case
          • About Applied Epic 2023
   • Options Bar

     

     The following options are available from the options bar of the GL Budgeting area:

     1. • Home
        • • Accounts
          • General Ledger
          • Reports/Marketing
          • Procedures
          • Configure
          • Utilities
          • Email
        • Locate
        • Actions
        • • Apply Global Increase/Decrease
          • Export Budget
        • On Demand
        • • Budget Balance Sheet - Monthly
          • Budget Balance Sheet - Summary
          • Budget Income Statement - Monthly
          • Budget Income Statement - Summary
          • Budget Trial Balance
          • Default/Recurring Entries
          • General Ledger Register
          • Status of Accounts
        • Access
        • • Activities
          • Notifications
        • Links
        • myEpic
        • SMS
        • New
        • • GL Budget
          • Receipt
          • Disbursement
          • Voucher
          • Journal Entry
          • Reconciliation
          • • Premium Payable
            • Direct Bill Commissions
            • Pr/Br Payables
            • Government Payables
            • Bank
          • Budget
          • • GL Budget
          • Imports
          • • Direct Bill Transaction
            • Receipt
            • Reconciliations
          • Export
          • Activity
          • Sticky Note
        • Print
        • • Listview
          • Barcode
        • Save
        • Undo
   • Navigation Panel

     The navigation panel is on the left side of the screen.

     

     The navigation panel consists of the following buttons:

     1. • General Ledger Home
        • Receipts
        • Disbursements
        • Vouchers
        • Journal Entries
        • Reconciliations
        • Budgets
        • Import
        • Export
        • Activities
   • List

     Budgets matching the criteria selected in the filter display in the list. To sort by a different column, click the column heading by which you wish to sort. Click one more time to change the sort order (from ascending to descending, or vice versa).

     Detail for the highlighted budget displays below the list.

     Use the Select Columns link label to determine which columns display in the list, and the order in which they appear.

     1. Click Select Columns.
     2. Check or uncheck any of the following:
        • Description
        • Entered
        • Entered By
        • Date Range
        • Agency
        • Branch
        • Department
        • Last Updated
        • Last Updated By
        • Profit Center
        • Status
     3. Select an item in the Select Columns list and use the arrow keys to change the order in which it displays.
     4. Click OK to apply your changes to the Budgets list.

     To locate budgets that match specific criteria, use the search bar. Make a selection in each dropdown box to locate the desired budget.

     

     These are the choices in the first dropdown menu:

     • Budget First Month
     • Date Entered
     • Date Last Updated
     • Description
     • Entered By
     • Last Updated By

     The choices available in the second dropdown menu vary, depending on the selection you made in the first dropdown.

     • Equals: Enter the search criterion (e.g., the exact user ID) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
     • Contains: Enter at least one letter of the search criterion. Click Find.
     • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars. Click Find.

     To see the filter that is currently applied to the list, hover over the Search where text.