Skip to content
Home » Budget Control – Select Main Accounts

Budget Control – Select Main Accounts

Overview

If primary Budget Control requirements do not determine the need to include the GL Main Account as a Budget Control Dimension as defined via Budget Control Parameters setup, but there is still a business requirement to specify and control specific expenditures, then the Main Accounts for these can be specified via the Select Main Accounts setup option.

If the main account financial dimension is defined as a budget control dimension, the main account financial dimension is included in the budget control rules, and this setup step is not required.

Note:

Only main account types of TotalProfit and loss, and Expense can be selected, because these are the accounts that typically are used for actual expenditures. Accounts that have a Total type are included because you can enter budget amounts in main accounts that have a Total type.

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

Public Sector

Background and information on the Public Sector specific elements of Basic Budgeting and Budget Control are provided via the URLs below for reference purposes.

Set up budgeting and budget control for apportionments (Public sector) | Microsoft Docs

Set up budgeting and budget control for a preliminary budget (Public sector) | Microsoft Docs