Expense Budgets

View Expense Budgets

Search for expense budget lines

Steps:

  1. Navigate to Accounting > Budgets > Expense Budgets
  2. The Search Expense Budgets page will be displayed.
  3. Select the Office, Accounting Year, and Budget Version to view. 
  4. Use one or a combination of the following filters to narrow down your search. 
    1. Click the GL Account search icon.

      Expense Budget_GL Account Filter
      Search by GL Account No, GL Account Name, a range of GL Accounts, GL Account Types, GL Report Groups, or specific transactions. Click Select.
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    2. Click the Job search icon.


      Expsense Budget _ Job Filter
      Search by Job No. or Job Description, Job Types, Job Managers, Production Managers, or your agency-specific Custom Fields.  Click Select.
      Note: The custom fields below - Location, Producer, Finance Lead, Scope Status - are examples only. 
      Screenshot 2024-09-15 at 4.31.32 PM
    3. Click the Department search icon.

      Screenshot 2024-09-15 at 10.55.26 PM
            Search by Department Code or Department Name and click Select.
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