In a financial budget or forecast, there might be times when you are expecting a specific account to display but it does not. This might be because the account had no activity in it in the baseline period. You can manually add that account into the budget. Here are some examples for why you might need to do this:
Suppose that due to the Coronavirus restrictions last year, your organization had no entertainment expenses but this year, things are returning to normal, so you want to budget for those entertainment expenses.
Your organization holds a conference every second year and therefore, incurs additional expenses every second year. The related accounts will only display in your budget for those years.
On the Main tab, expand the rows to the applicable category and dimension, for example, Operating Expenses > UK.
Hover over the entity row, then click the blue plus button
that displays.In the window that displays, select the General Ledger account code(s)* you want to add, for example, Entertainment. You can select multiple accounts.
Select one of these options:
To add the account to the selected entity only (UK), leave the default option selected.
To add the account to each entity in the category (UK and USA), select the “Each Account in…” option.
Click the Add Selected button.
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*If you do not see the required account in the list, it means the account is not available to be added, as it has not been mapped to a category. The account will only become available to be added after you add it to the applicable category in the Financial Statement, and you cannot do that until there has been some activity against the account. |
Additional rows for the new accounts(s) (expenses) display in the budget.
If you change your mind or make a mistake, to remove the new account row, hover over the left of the account name and click the Delete button that displays, then click Delete to confirm.
