4. Type in the entire account code if you know it or parts of the account to search.
5. Using colon (:) between accounts will bring up all accounts in that range.
6. You can see your budget summary at the bottom.
7. Highlight account in blue and click on blue check mark at top left of the screen to see details.
8. Click on the check mark to see details of the account.
9. Click on Select accounting period to change the accounting period. Remember accounting Period 1 is July, Period 2 is August, etc..
10. Click on the red arrow to close out the current screen and go back to the previous screen.
11. Click on the "X" int the top right corner to exit the page completely. This will close the current window and will not take you back to the previous screen.
12. Click on Exit Confirmation, Yes will close the window, No will keep it open
13. Click on Expenditure Budgets. Type in your Fund, Account Ranges (or leave blank for all accounts) and Year.
14. Click on Search
15. Once all accounts are listed at the bottom, click on the Print icon.
16. Click on Destination…Choose which format you would like to see. I recommend Excel so you can sort the data. If you choose PDF, download it- do NOT print, it will be very long.
