Loading Budget and Statistical Ledger Data
I can see in the Ledgers (GL201500) screen in Acumatica that I can create Ledgers with a Balance Type of Actual, Reporting, Statistical, or Budget.
But I'm not sure where I can go to actually load in the numbers for the Budget and Statistical ledgers.
Technically, the Journal Transactions (GL301000) screen will allow you to make a one-sided entry to a Statistical ledger like this:
But you'd have to make a separate entry for each day/month which is kind of messy.
Personally, I find it's easier to enter both Budget and Statistical ledger data in the Budgets (GL302010) screen. Don't let the name fool you. It will allow you to choose both Budget and Statistical ledgers in the Ledger field:
The nice thing about the Budgets (GL302010) screen is that you can load all of your months in one shot using the Load Records from File button:
Just be aware that while the Distributed Amount column in the screenshot above is a read-only calculated field that automatically sums up the Period 01 through Period 12 columns, the Amount column has to be entered manually. It's a check-and-balance kind of thing I guess. So just make sure to include an Amount column in your Excel file if you're uploading from Excel and use an Excel formula to automatically add together the Period 01 through Period 12 columns for populating that Amount column.
I never would have guessed that you could load Statistical data into the Budgets (GL302010) screen, but I guess "Budgets / Statistical Data" would be a funny name for a screen.
Thanks for your help.
I didn't realize this either. I am going to forward this over to the folks maintaining one of our stat ledgers. Good trick!