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Setup Questions Entity Default Budget Versions - Standard Setup

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Print this topic—one for each entity you want to set up. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
5. Use your answers to set up each default budget version for an entity.

Questions Default Budget Versions Tab

Fiscal Year

What fiscal year do I want to use for this entity?

Enter a fiscal year: ______________________________

Budget Version ID

What default budget version do I want to use for financial reporting for this entity?

Enter a budget version: __________________________

Budget versions are listed later in this process. Leave this question unanswered until you plan your budgets. At that time, you can return to this questionnaire and complete the blank.

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