Budget Income Statement - Summary

1. To access the General Ledger 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 Budgets on the navigation panel or Areas > Budgets on the menubar.
3. Click GL Budgeting under Budgets on the navigation panel.

1. To filter the list, select one of the following criteria from the Search where dropdown menu:
   
   • Budget First Month
   • Date Entered
   • Date Last Updated
   • Description
   • Entered By
   • Last Updated By
2. The choices available in the second dropdown menu vary, depending on the selection you made in the Search where dropdown.
   
   • Equals: Enter the search criterion (e.g. the full description or username), or select the correct date from the dropdown calendar.
   • Contains: Enter at least one letter of the search criterion.
   • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars.
3. Click Find.
4. You can apply multiple filters if necessary.
   1. To apply multiple filters to the list, do one of the following:
   • Click the Edit Filter button . 
   • Press [Ctrl] + E.
   2. The Edit Filter pop-up window displays. 
      
      Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.

   

   3. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
   4. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
   5. Click Finish when you have applied all of your desired filters.
      
      To exit the dialog without applying any filters, click Cancel.

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

1. Click the Select Columns link label on the right side of the header bar. The Select Columns window displays.
2. Select the checkbox next to each column that should be in the list. Deselect the checkbox next to each column that should be removed from the list.
3. Columns will appear in the order in which they are listed. To move a column up or down in the list, highlight the appropriate column, and then click the up arrow or down arrow to change the order.
4. Click OK or press [Enter] to apply your changes to the list. Click Cancel to close the window without saving your changes.