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

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

 

 

 

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