You can copy budgets by clicking Copy under the Budgets tab at the Maintain accounts screen. For more information, see Creating and maintaining general ledger accounts.
At this screen, you are able to copy the budgeted amounts of a budget entry across years and periods. This can be done by defining the years and periods from or to which the budgeted amounts are copied, as well as the relevant budget scenario for the budgeted amounts to be copied to. You can also define the amounts of budget to be copied, either increasing or decreasing, in percentage.
Go to Finance ➔ General ledger ➔ Chart of G/L’s, select the relevant general ledger (G/L) account, and then click Open.
Select the year from which you want to copy the budgeted amount(s).
Select a range of periods from which you want to copy the budgeted amount(s).
Type or select a budget scenario to which the budgeted amount(s) is copied. This is mandatory.
Select the year to which you want to copy the budgeted amount(s).
By default, this is pre-filled with the range of periods selected at Period under the Copy: From section. This cannot be edited.
In this section, you can increase or decrease the budgeted amount(s) to be copied to the selected budget scenario. Select + to increase the budgeted amount(s) or – to decrease the budgeted amount(s) for the defined period(s), and then type the percentage of increment or decrement in the box next to your selection.
Click this to copy the budgeted amount(s) based on the defined criteria.
Click this to exit.