How do I set up departments for online budget submission?
Online Budget Submission
Set up a department to select the accounts to include in the department budget and select the users from the department who can submit a budget using the Active Budget Request page in Connect Online.
Before you get started
Set up the users who will use online budget submission. See the help topic titled How do I add or remove users for online budget submission?
Setting up a department for online budget submission
1. Open Connect General Ledger > Organization > Departments.
2. Look up a department.
3. Make sure the checkbox titled Active Department is selected.
4. Select the Accounts for Budget Requests.
Add the accounts that the user will see when they receive a request to submit a budget in Connect Online.
5. Select the Budget Submitters.
Add the users who will receive a request to submit a budget in Connect Online.
6. Click Save (CTRL+S).
The department accounts and budget submitters are saved.
Updated 08Jun2018
Copyright © 2025 Caselle, Incorporated. All rights reserved.