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Trace: • Address unprocessed payment authorizations • Perform update Budget data comparison • step14a • (Optional) Compare Budget and Finance account code amounts • Post the simulation
general:budgetprocessing:step3

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general:budgetprocessing:step3 [2021/12/16 13:41] – emorenogeneral:budgetprocessing:step3 [2026/01/30 14:49] (current) – emoreno
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-=====Compare Budget and Finance account code amounts=====+=====(Optional) Compare Budget and Finance account code amounts=====
  
 The following inquiries are recommended to verify account code amounts:   The following inquiries are recommended to verify account code amounts:  
   * [[budget:inquiry:budgetaccountcodesinquiry|Budget > Inquiry > Budget Account Codes Inquiry]] – Select **Totals** for all funds.   * [[budget:inquiry:budgetaccountcodesinquiry|Budget > Inquiry > Budget Account Codes Inquiry]] – Select **Totals** for all funds.
-  * [[finance:inquiry:generalledgerinquiry|Finance > Inquiry > General Ledger Inquiry]] – (Finance file ID 1) Clear the **Show Details** option for all funds.\\  +  * [[finance:inquiry:generalledgerinquiry|Finance > Inquiry > General Ledger Inquiry]] – (Finance file ID 5) Clear the **Show Details** option for all funds.\\  
 \\ \\
 <div keep> <div keep>
-Compare fund totals from Budget file ID N to Finance file ID 1 to confirm that the **Amended** and **Actual** columns match. Use the colored outlines (i.e., red, blue, green, and yellow) to guide your comparison of the amounts. +Compare fund totals from Budget file ID N to Finance file ID 5 to confirm that the **Amended** and **Actual** columns match. Use the colored outlines (i.e., red, blue, green, and yellow) to guide your comparison of the amounts.
-</div>+
  
 {{:general:budget_process_-_budget_account_code_inquiry.jpg|Budget Account Codes Inquiry Page}} {{:general:budget_process_-_budget_account_code_inquiry.jpg|Budget Account Codes Inquiry Page}}
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 <WRAP box>**Note**: If the amounts do not match, contact your regional ESC consultant for assistance. <WRAP box>**Note**: If the amounts do not match, contact your regional ESC consultant for assistance.
 </WRAP> </WRAP>
 +</div>
  
-The following are additional reports that can be generated if needed:\\+The following reports can also be generated if needed:\\
   * [[finance:reports:financereports:summarymiscellaneousreports:boardreports|Finance > Reports > Finance Reports > Summary/Miscellaneous Reports > FIN3050 - Board Reports (by fund)]]   * [[finance:reports:financereports:summarymiscellaneousreports:boardreports|Finance > Reports > Finance Reports > Summary/Miscellaneous Reports > FIN3050 - Board Reports (by fund)]]
   * [[budget:reports:budgetreports:budgetreportbyfund|Budget > Reports > Budget Reports > BUD1000 - Budget Report by Fund]]   * [[budget:reports:budgetreports:budgetreportbyfund|Budget > Reports > Budget Reports > BUD1000 - Budget Report by Fund]]
general/budgetprocessing/step3.1639662060.txt.gz · Last modified: 2021/12/16 08:41 (external edit)

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