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The Balance Type document defines the different types of balances supported by the application. Common examples include actuals, current budget, and encumbrances. Posted transactions are assigned a balance type. These different types facilitate balance reporting and financial queries.

The Balance Type document includes the Edit Balance Type tab. The system automatically enters data into both the Old and New sections. Selected data fields are available for editing.

Edit Balance Type tab definition



Balance Type Code

Identifies the balance type for different uses in system processes.

Balance Type Name

Required. A descriptive title for this balance type code.

Short Name

Required. An abbreviated name for a specific balance type to be used where space is limited.

Offset Generation

Optional. Indicates if offsets are to be generated automatically by the system for the balance type. Remove the check mark if there are no offset generated entries.


Optional. Indicates if the balance type represents an encumbrance. Remove the check mark if the balance type is not an encumbrance

Active Indicator

Indicates whether this balance type is active or inactive. Remove the check mark to deactivate a code.

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