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Budget Preparation

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Add approval ladder to budget adjustment process

Implementation of an approval ladder for the budget adjustment process, similar to the one used in the AP requisition workflow. This will help us go paperless and improve accountability.
Guest about 2 months ago in Budget Preparation 0

Next record or page option during Add/Maintain Annual or Monthly Budget

When maintaining a budget, it would be helpful while on the Annual/Monthly Budget Maintenance screen (bu120v_mt) there would be a Next button to go to the next line to maintain rather than closing the window and clicking the next line option (blue...
Stephanie Cooper about 2 years ago in Budget Preparation 0

Include notes on "Selected GL 1 Year Budget" report

Allow the description and justifications/notes to be included in the report as new columns.
Scott Schultz 7 months ago in Budget Preparation 0

Make the budget prep window scale to browser (bigger)

The budget prep window is only about 1/3 of the size of my screen, so I have to do a lot of scrolling. It would be really helpful if it were scaleable to the window.
Dallas Lee over 1 year ago in Budget Preparation 0

Simple G/L Inquiry for Budget Prep

Having the same functionality of simple G/L inquiry (gb665_iq) in budget prep would be beneficial. For example, currently, if I want to see how much we have budgeted across all funds/departments in worker's comp, I can use the budget prep inquiry ...
Dallas Lee over 1 year ago in Budget Preparation 0

Include Average On GL Monthly History

It would be very helpful if on the monthly window in the budgeting screen it would show you the average. As of now, I have to calculate it manually when preparing the budget. If it could average through the last month closed that would be great.
Dallas Lee over 1 year ago in Budget Preparation 2