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Questions for Default Budget Tab—Simplified 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 set of questions for each bank account you want to set up. Right-click this topic to display a pop-up menu, and then click Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on the setup questions pages.
4. Enter a response or circle your answer. The If statement tells you what you should do on the tab in the system, based on your answer.
5. Use your answers as a guide to setting up default budgets.

Questions for Default Budget Tab

Are separate eFinancials and ePO budgets set up?

—If yes, two budget version fields for each year display. Skip the first section and then complete the sections for eFinancials and ePO separately.

—If no, one set of budget version fields for each year displays and is used for eFinancials and ePO. Complete the first section only.

eFinancials and ePO

Fiscal Year

What fiscal year is the budget for?

Enter a year: ____________________________________

Budget Version

What budget version do I want to use for this budget?

Enter an ID: _____________________________________

for eFinancials only

Fiscal Year

What fiscal year is the budget for?

Enter a year: ____________________________________

Budget Version

What budget version do I want to use for this budget?

Enter an ID: _____________________________________

for ePO only

Fiscal Year

What fiscal year is the budget for?

Enter a year: ____________________________________

Budget Version

What budget version do I want to use for this budget?

Enter an ID: _____________________________________

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