Acumin Documentation

Missing GL account within Financial Budget

QUESTION: How do I add a GL account to my financial budget? When I search for the account as listed in the GL within the Financial Budget, it displays in red


RESPONSE: The budget form is built in context of the firm and financial statement selected within the form. In this case, the financial statement selected is missing a used GL account - the one shown in red on the screenshot we received.

To rectify the situation, add the GL account to one of the groups of the financial statement associated to the budget.