Budget > Utilities > Reinitialize Budget Data
CAUTION: This step should only be performed one time, and you must run the prompted export.
Due to the effects this process has on the Budget file, it is imperative that you back up the Budget file before starting the reinitialization process.
This page is used to prepare the Budget file for the next school year. This process is run when the final budget for the prior school year has been adopted and posted to the general ledger. Amounts are maintained in order to create a budget history in the Budget master file. When reinitializing budget data, you can specify the funds you wish to shift, or you can select all funds. The following changes are made:
Reinitialize the budget data:
❏ Under Amt to use as Last Yr Closing Amt, select one of the following:
❏ Use the arrow buttons to move the fund/years to be reinitialized from the left side to the right side of the page.
❏ Click Execute to execute the process. The Budget System Reinitialize Funds Change report is displayed. Review the report.
❏ Click Process to process the changes. You are prompted to create a backup. Otherwise, click Cancel to cancel the process.
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