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Budget Control – Documents and Journals


Documents and Journals specify which source document and accounting journal transaction entry options that Budget Control should be activated within.

In practice this requires an understanding of the nature of the costs and expenditure that budget control setup has previously been specified for, the documents and journals that your organisation will use and which of those will be used to post to the accounts / financial dimensions that you’re applying spend control on.

Certain transaction types, namely purchase requisitions and purchase orders support budget control checks at both a header and a line level.

The following should be noted when considering which source documents and accounting journals should be subject to Budget Control.

  • Expense Management – Expense Reports and Travel Requisitions are specific to the Expense Management module
  • Public Sector – Advanced Ledger Entries and General Budget Reservation (component of Commitment Accounting) are both Public Sector specific functionality
  • Payroll – Payroll Pay Statements are specific to the Dynamics 365 Payroll module (US specific)

Further Reading

Further information on Dynamics 365 Basic Budgeting and Budget Control is available on the Microsoft Docs and Learn Docs sites via the URLs below and should help to provide further background and context to aid survey question completion.

Budget control overview – Finance | Dynamics 365 | Microsoft Docs

Configure and use basic budgeting and budget control in Dynamics 365 Finance – Learn | Microsoft Docs