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Adding Multiple Budget Line for the same GL account (Default Subaccount)

  • May 5, 2026
  • 3 replies
  • 21 views
M
Freshman I

Hi,

One of my client has a requirement to have multiple lines for the same GL Account in the budget. They are not willing to go for  a subaccount structure hence the default subaccount will be used for each line.

Has anyone come across this requirement and is there any workaround or appraoch we could use,

 

Thanks!

Best answer by Laura03

Hello,

Here are some ideas:

  • Customer could use multiple Budget Ledgers to record different amounts to the same account.
  • Customization might be able to remove the restriction of one line per Account from Budgets screen.
  • The customer could use Excel for their budget, with or without Velixo to read the Acumatica database directly.

I hope this helps you.

Laura

 

    3 replies

    Laura03
    Captain II
    Forum|alt.badge.img+20
    • Laura03
    • Captain II
    • Answer
    • May 5, 2026

    Hello,

    Here are some ideas:

    • Customer could use multiple Budget Ledgers to record different amounts to the same account.
    • Customization might be able to remove the restriction of one line per Account from Budgets screen.
    • The customer could use Excel for their budget, with or without Velixo to read the Acumatica database directly.

    I hope this helps you.

    Laura

     

    ~ Laura Barber, WM Synergy
      M
      Freshman I
      • MichelleW
      • Author
      • Freshman I
      • May 6, 2026

      Hi ​@Laura03 , thanks for the response. Just wondering how the excel budget with Acumatica database could work.

      Laura03
      Captain II
      Forum|alt.badge.img+20
      • Laura03
      • Captain II
      • May 6, 2026

      Hello ​@MichelleW ,

      A demonstration of Velixo may be requested from your Acumatica Partner or from Velixo directly (link).

      Laura

      ~ Laura Barber, WM Synergy
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