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general:budgetprocessing:step1
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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).
Click 
to move all code tables from the left side of the page to the right side of the page.
Note: The Preview Data feature is optional.
❏ Select Preview Data to view a preview of each Finance table before it is copied to Budget.
- 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.
❏ 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.
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.
Note: This step adds the fund/fiscal year for the new school year.
general/budgetprocessing/step1.1578927579.txt.gz · Last modified: 2020/01/13 09:59 (external edit)