academy:business_budget_budgetprocess
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| academy:business_budget_budgetprocess [2023/01/03 17:05] – emoreno | academy:business_budget_budgetprocess [2025/03/17 19:36] (current) – emoreno | ||
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| - | **Reviewed: | + | **Reviewed: |
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| - | **Revised: | + | **Revised: |
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| * The ASCENDER Version displayed on the images may not reflect the current ASCENDER Release Version. | * The ASCENDER Version displayed on the images may not reflect the current ASCENDER Release Version. | ||
| * The Budget and Finance applications are separate applications and do not share data; therefore, updates made in Budget do not affect data in Finance. | * The Budget and Finance applications are separate applications and do not share data; therefore, updates made in Budget do not affect data in Finance. | ||
| - | * Perform periodic exports (backups) as the budget is processed throughout the spring and summer. It is important to perform an export prior to making a significant change. This allows you to revert data to a certain point in the process, if necessary. | + | * Perform periodic exports (backups) as the budget is processed throughout the spring and summer. It is important to perform an export prior to making a significant change. This allows you to revert data to a certain point in the process, if necessary. An export (backup) is performed on the [[budget: |
| - | * Verify budget data before approving the budget to meet financial compliance requirements (i.e., | + | * Verify budget data before approving the budget to meet financial compliance requirements (i.e., |
| This guide assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy: | This guide assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy: | ||
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| - ++Update tables.|{{page> | - ++Update tables.|{{page> | ||
| - ++Update Budget data.|{{page> | - ++Update Budget data.|{{page> | ||
| - | - ++Compare Budget and Finance account code amounts.|{{page> | + | - ++(Optional) |
| - ++Export file ID N.|{{page> | - ++Export file ID N.|{{page> | ||
| - ++(If necessary) Delete file IDs.|{{page> | - ++(If necessary) Delete file IDs.|{{page> | ||
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| - ++Update the fiscal year. |{{page> | - ++Update the fiscal year. |{{page> | ||
| - ++Manage user profiles|{{page> | - ++Manage user profiles|{{page> | ||
| - | - ++Clear | + | - ++Clear next year requisitions.|{{page> |
| - ++(Optional) Clear Budget tables.|{{page> | - ++(Optional) Clear Budget tables.|{{page> | ||
| - ++Update Budget data.|{{page> | - ++Update Budget data.|{{page> | ||
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| - ++Create a simulation.|{{page> | - ++Create a simulation.|{{page> | ||
| - ++Post the simulation.|{{page> | - ++Post the simulation.|{{page> | ||
| - | - ++Copy level - Budget level processing.|{{page> | ||
| - ++Perform next year Budget data maintenance.|{{page> | - ++Perform next year Budget data maintenance.|{{page> | ||
| - ++(If necessary) Delete funds.|{{page> | - ++(If necessary) Delete funds.|{{page> | ||
| - ++Delete prior year fund/fiscal years.|{{page> | - ++Delete prior year fund/fiscal years.|{{page> | ||
| - | - ++Export the 2023-2024 Board approved budget.|{{page> | + | |
| + | | ||
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academy/business_budget_budgetprocess.1672765527.txt.gz · Last modified: 2023/01/03 17:05 by emoreno