Chart of Accounts Setup Codes

Budget Types | ADD | EDIT | DELETE | REPORT |

Budget types are user defined categories for use with the Operating Budget (planning budget areas) type entry. The Operating Budget entry option allows you to build budgets with the Budget Types you set up without updating the Chart of Accounts. See WESPaC Budget Processing User’s Guide for more information.

Add Budget Types

Menu Path: Financial Mngmnt / Account Mngmt / COdes / Bdgt. Types

1. On the Budget Type Code Selection List screen, click the Add button. The Budget Type Code Maintenance screen opens.

2. Enter the Budget Type code.

3. Enter a Short Desc for the Budget type.

4. Enter a long Description for the Budget type.

5. Enter the Reference Nbr for the Budget type.

• This field is informational only. It gives you a trail on the sequence of budget types.

• For example, the head of a department at the school level does a preliminary budget for their department. You may set up budget types and processes for this, listing only the account numbers used by his school and department. Number these with a Reference 1.

• The budgets created by all departments in a given school can be included in a larger budget type and process that then goes to the principal of the school.

• In this process, the principal includes all account numbers for that school. These budget types would be Reference 2.

• Next, the business manager may have his own budget type and process that includes the whole district's account numbers. This would be Reference 3.

• By looking at the reference numbers you know the sequence the budgets went through in order to be finalized into the Original Budget.

6. Click the OK button to return to the Budget Type Code Selection List screen.

Edit Budget Types

Menu Path: Financial Mngmnt / Account Mngmt / COdes / Bdgt. Types

1. On the Budget Type Code Selection List screen, from the Budget Types list, highlight the Budget Type code to change.

2. Click the Edit button. The Budget Type Code Maintenance screen opens.

3. Make the necessary changes. You cannot change the Budget Type code.

4. Click the OK button to return to the Budget Type Code Selection List screen.

Delete Budget Types

You may delete a budget type even if it is being used. If the budget type is deleted it does not prevent processing in budget entry.

Menu Path: Financial Mngmnt / Account Mngmt / COdes / Bdgt. Types

1. On the Budget Type Code Selection List screen, from the Budget Types list, highlight the Budget Type code to delete.

2. Click the Delete button.

3. A Delete Confirmation screen opens asking if you want to delete the Budget Type.

4. Click the Yes button to delete the budget type and return to the Budget Type Code Selection List.

Report of Budget Types

Menu Path: Financial Mngmnt / Account Mngmt / COdes / Bdgt. Types

1. On the Budget Type Code Selection List, click the Report button. The Range screen opens.

2. As needed, enter a low and high Code. Budget Type codes within this range are included on the report.

3. Click the Print button.

4. The Output Destination screen opens.

The system prompts you to select a print option. You can select to print the reports to screen, to a printer, or to save the report for later viewing.

5. Click the OK button.

6. Click the Close button to return to the Budget Type Code Selection List screen.

Version 01.06.00.0 &endash; 010229 &endash; PL 022504

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