When you receive a notification to submit your YYYY budget requests, you can set up a new budget for a department. You can enter the budget or start working on it and then finish it later. When it's finished, submit the budget for approval. As the budget moves through the approval process, you will receive a notification if changes are needed and when the budget is approved.
Online Budget Submission Workflow for Submitters
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Watch an overview that shows you how to set up General Ledger to submit budgets online (users, departments, approval steps, approval process, budget, and budget notifications) and what an active budget request looks like in Connect Online (13m01s)
When a budget is requested, you'll receive a notification to "Please submit your YYYY budget requests for the x department." Clicking on the notification will open the Budget Submission page.
You can click on the notification to submit your YYYY budget requests to open the Budget Submission page. You can also navigate directly to the Budget Submission page.
The Budget Submission page shows the GL account number, GL account name, and New Budget. It may also show additional information based on the way the budget administrator has set up the budget. The Budget Submission page will show all of the GL accounts that you are in charge of for the department.
Budget Submission page
Click on the column titled YYYY New Budget to enter a new budget amount. If you need to add an explanation, click on the Notes icon .
YYYY New Budget column
Shortcuts for entering budget amounts
Click on a field to enter a budget amount, or
Press the TAB button on the keyboard to enter the next budget amount.
Saving my budget amounts
Click the Save button in the lower-right hand corner, or
Do nothing. Budget amounts are saved as soon as you enter them.
When you're done entering new budget amounts, click the Propose Budget button in the upper-right hand corner. Clicking the Propose Budget button will submit your budget to the budget approval process. The user who is assigned to review your budget will receive a notification to let them know your budget is ready for review.
The reviewer may request that you make revisions to the proposed budget. In this situation, you'll receive a notification that The budget you proposed for x department has been denied. Clicking on the notification will open the proposed budget on the Budget Submission page. You can also navigate directly to the Budget Submission page.
Now, you can work on the proposed budget, review changes to budget amounts, and read comments from the reviewer. When you're done revising a budget, click the Propose Budget button to submit the revised budget to the budget approval process.
When a proposed budget is approved, you will receive a notification that The budget you proposed for the x department has been approved..