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general:budgetprocessing:step1

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general:budgetprocessing:step1 [2020/01/13 14:59] – emorenogeneral:budgetprocessing:step1 [2026/02/13 17:27] (current) – emoreno
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 +=====Update tables=====
 +
 [[budget:utilities:clearcopybudgettables:copyfinancetablestobudget|Budget > Utilities > Clear/Copy Budget Tables > Copy Finance Tables to Budget]]  [[budget:utilities:clearcopybudgettables:copyfinancetablestobudget|Budget > Utilities > Clear/Copy Budget Tables > Copy Finance Tables to Budget]] 
  
 Update the budget account code tables in the next year file ID (file ID N).  Update the budget account code tables in the next year file ID (file ID N). 
  
-{{:general:budgetprocessing:clear_copy_finance_tables_to_budget.jpg|Copy Finance Tables to Budget Tab}}+{{:general:budget_process_-_copy_finance_tables_to_budget.jpg|Copy Finance Tables To Budget}}
  
-Click {{:general:budgetprocessing:double_arrow_button.jpg|Double-arrow Button}} to move all code tables from the left side of the page to the right side of the page. +VCV Click {{:general:budgetprocessing:double_arrow_button.jpg|Double-arrow Button}} to move all code tables from the left side to the right side of the page. 
  
-<div keep> 
 <WRAP Box> <WRAP Box>
-**Note**: The **Preview Data** feature is optional. +**Optional**: Select **Preview Data** to view a preview of each Finance table before it is copied to Budget.
 </WRAP> </WRAP>
  
-VCV Select **Preview Data** to view a preview of each Finance table before it is copied to Budget. +VCV If **Preview Data** is selected:
- +
-  * Click **Execute**. The Finance table reports are displayed.  +
-  * Review the reports and click **Process** on each report to copy the Finance table data and continue to the next report. Or, click **Cancel** to indicate that you do not want to copy a selected report.  +
-  * When the process is complete, a message is displayed to indicate that all tables were successfully copied or that selected tables have not been copied. Click **OK**. +
- +
- +
-VCV If **Preview Data** is not selected, click **Execute** to execute the process. A message is displayed indicating that the selected tables have been successfully copied. Click **OK**.  +
- +
- +
-</div>+
  
 +  * Click **Execute** to begin the process of copying the Finance tables to Budget. The selected Finance table reports are displayed. 
 +  * Review the reports and click **Process** on each report to copy the Finance table data to Budget and continue to the next report. Or, click **Cancel** on the report if you do not want to copy the selected table. 
 +  * When the process is complete, a message is displayed either indicating that all tables were copied successfully or that selected tables have not been copied. Click **OK**.
 +\\   \\
 +VCV If **Preview Data** is not selected:
  
-If this step is not processed, account codes that exist in the Finance file ID but do not exist in the Budget file ID are not updated. \\  \\ +  * Click **Execute** to copy the Finance tables to Budget. A message is displayed indicating that the selected tables have been copied successfully. Click **OK**.  
 +\\  \\ 
 +If this step is not processed, account codes that exist in the Finance file ID C but do not exist in the Budget file ID are not updated. 
  
 <WRAP box>**Note**: This step adds the fund/fiscal year for the new school year.</WRAP> <WRAP box>**Note**: This step adds the fund/fiscal year for the new school year.</WRAP>
general/budgetprocessing/step1.1578927579.txt.gz · Last modified: 2020/01/13 09:59 (external edit)

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