User Tools

Site Tools


Sidebar

Table of Contents

general:bud_acc_code_detail_quickentry

Click Spyglass Icon to view any previously entered notes and other details for the associated account code. The Budget Data Details pop-up window opens. The account code number and description are displayed at the top of the window.

The Last Yr Closing Amt field displays the amount of the account balance at the end of the previous fiscal year. When the budget is initialized, you can update this amount with either This Yr Amend Budget or This Yr Actual Amt, which would reflect the ending totals for the previous year.

The This Yr Original Budget field displays the budget amount that was approved for the selected account during the current fiscal year.

The This Yr Amend Budget field displays the amended budget amount for the current fiscal year. When the next year budget is approved and initialized, this amount will be zero.

The This Yr Actual Amt field displays the amount expended for the current fiscal year. When the next year budget is approved and initialized, this amount will be zero.

The School Year field displays the current school year in the YYYY-YYYY format as entered on the District Budget Options table.

In the Next Yr Requested field, type the amount of the requested budget for the selected account code. If the selected account is locked, the field is display only and cannot be changed.

The Lock Flag field displays the status of the selected account code.

Notes:
Use the Mass Lock/Unlock utility to lock or unlock the selected account.

If the Lock Flag field is set to Y, the account amount and notes are locked to prevent any changes to the Next Yr Requested field. No changes can be made until the account code is unlocked.

If the Lock Flag field is set to N, the account amount and notes are unlocked, and the Next Yr Requested field can be changed and notes added or modified.

In the Notes field, type comments, additional justification, or instructions about this account code.

Note: A limited portion of the note for each account is displayed on the BUD1000 - Budget Report by Fund and BUD1100 - Budget Report by Organization. If the content of the note exceeds the allotted space on the report, the remaining portion of the note will not display. For example, all uppercase W characters are approximately 70 character spaces, so only that many would display. If you use a majority of lowercase characters, more characters can be displayed.

Use the following buttons to view other details of other account codes:

Click Next Page Icon to view the next account code.
Click Previous Page Icon to view the previous account code.
Click OK to save the changes and close the window.

general/bud_acc_code_detail_quickentry.txt · Last modified: 2021/03/25 15:07 by emoreno