Get Budget Entry (secured)

This guide provides comprehensive and practical steps for filling out the Budget Entry (Secured) form online. Whether you are experienced or a beginner, this resource will help you understand each component of the form to ensure accurate budget submissions.

Follow the steps to accurately complete your Budget Entry (Secured) form.

1. Press the ‘Get Form’ button to access the Budget Entry (Secured) form and launch it in your web-based editor.
2. Once the form is open, begin by filling out the batch naming convention in the Batch Name field, following the format 'xxxx.zzz.mm/dd/yy.nn.' Ensure that you replace 'xxxx' with your organization code and 'zzz' with your initials.
3. Fill in the default fields such as Balance Type, Budget, Fiscal Year, and Period that pertains to your transaction, ensuring to input the correct details as specified.
4. Choose an appropriate category for the journal entry from the specified list, which may influence the default description on each line.
5. Enter the required account details in the Accounting Flexfield pop-up, ensuring accurate entry to maintain compliance with security rules.
6. Input the Debit or Credit amount for each designated account, ensuring that the amounts are always positive and correctly reflect the budget entry.
7. Upon completing the entries, click 'Check Funds' to verify that your transactions comply with available funds and, if they pass, select 'Reserve Funds' to secure the specified amounts.
8. Review all entries for accuracy and click 'Save' to submit your batch, allowing unwanted lines to be deleted if needed.
9. If necessary, use the 'Find Accounts' feature to populate batch lines with existing accounts that meet your specified criteria.
10. After ensuring all fields are complete and accurate, you can choose to download, print, or share the completed form as necessary.

Begin your Budget Entry (Secured) process today by completing the form online.