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finance:utilities:fiscalyearprocessing:movebudgettofinance

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finance:utilities:fiscalyearprocessing:movebudgettofinance [2020/08/17 21:49] – emorenofinance:utilities:fiscalyearprocessing:movebudgettofinance [2020/08/31 19:16] (current) – emoreno
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 ====Move budget data:==== ====Move budget data:====
  
-Select one of the following **Update Amount Options**: +VCV Select one of the following **Update Amount Options**: 
  
 ^Full Amount|Select if you are moving your budget to Finance for the first time. If **Capture Original Budget Flag** is selected on the Tables > District Budget Options page, Finance is populated with the original budget. The estimated revenues, appropriations, and if necessary, a 3XXX balancing account are updated/created each time this option is performed. If an account has an existing balance in Finance, the Budget amount is added to the existing balance (e.g., an existing account has a $1000.00 balance, and the Budget amount is $1500.00; the Budget amount is added to the balance to equal $2500.00).|  ^Full Amount|Select if you are moving your budget to Finance for the first time. If **Capture Original Budget Flag** is selected on the Tables > District Budget Options page, Finance is populated with the original budget. The estimated revenues, appropriations, and if necessary, a 3XXX balancing account are updated/created each time this option is performed. If an account has an existing balance in Finance, the Budget amount is added to the existing balance (e.g., an existing account has a $1000.00 balance, and the Budget amount is $1500.00; the Budget amount is added to the balance to equal $2500.00).| 
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 <WRAP box>**NOTE**: A warning message is displayed with a preview of the accounts, and informing you that account codes with balances exist in Finance.</WRAP>  <WRAP box>**NOTE**: A warning message is displayed with a preview of the accounts, and informing you that account codes with balances exist in Finance.</WRAP> 
  
-Select one of the following **Copy Account Options**: +VCV Select one of the following **Copy Account Options**: 
 ^Copy zero balance accounts|Select to move all accounts in Budget to Finance including those with zero amounts.| ^Copy zero balance accounts|Select to move all accounts in Budget to Finance including those with zero amounts.|
 ^Copy Account Code Tables|{{page>general:copyaccountcodetables}}| ^Copy Account Code Tables|{{page>general:copyaccountcodetables}}|
  
-Select one of the following **Accounting Period** options: +VCV Select one of the following **Accounting Period** options: 
 ^Current|Select to post the general ledger to the current accounting period. Selected by default.|  ^Current|Select to post the general ledger to the current accounting period. Selected by default.| 
 ^Next|Select to post the general ledger to the next accounting period.|  ^Next|Select to post the general ledger to the next accounting period.| 
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 {{page>general:fourarrowbuttons}} {{page>general:fourarrowbuttons}}
  
-^Execute|Click to move the Budget funds to the Finance general ledger.|+VCV Click **Execute** to move the Budget funds to the Finance general ledger.
  
-++++Review the error report, if available.| {{page>general:budgetmovebudgettofinanceerrorreport&inline}} ++++  /*Inline folded include*/+[[general:budgetmovebudgettofinanceerrorreport|Review the error report, if available.]]
  
 If no error report is displayed or if **Process** is clicked on the error report (for out-of-balance), the following reports are displayed: If no error report is displayed or if **Process** is clicked on the error report (for out-of-balance), the following reports are displayed:
finance/utilities/fiscalyearprocessing/movebudgettofinance.1597700955.txt.gz · Last modified: 2020/08/17 16:49 (external edit)

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