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Trace: • (If applicable) Complete the accrual calendar • Move Budget to Finance • select_columns_to_print • Correct necessary payroll errors • (If applicable) Complete the accrual calendar
general:financeeoyprocess:movebudgettofinance

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general:financeeoyprocess:movebudgettofinance [2024/05/31 13:25] – emorenogeneral:financeeoyprocess:movebudgettofinance [2025/05/29 13:42] (current) – emoreno
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 [[finance:utilities:fiscalyearprocessing:movebudgettofinance|Finance > Utilities > Fiscal Year Processing > Move Budget To Finance]] **OR** [[budget:utilities:movebudgettofinance|Budget > Utilities > Move Budget To Finance]] [[finance:utilities:fiscalyearprocessing:movebudgettofinance|Finance > Utilities > Fiscal Year Processing > Move Budget To Finance]] **OR** [[budget:utilities:movebudgettofinance|Budget > Utilities > Move Budget To Finance]]
 +
 +<WRAP center round important>
 +**IMPORTANT**: If you perform this process in Finance, it is recommended that you manually create a backup (export) using the [[finance:utilities:exportbyfileid|Finance > Utilities > Export by File ID]] page. If you perform this process in Budget, the system will prompt you to create a backup (export) automatically.
 +</WRAP>
 +
  
 Once the next year budget is approved and in the **Approved** column, the Budget is ready to be moved to Finance. Once the next year budget is approved and in the **Approved** column, the Budget is ready to be moved to Finance.
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 </div> </div>
  
-<WRAP Box> If you need to run the utility again, contact your regional ESC consultant before continuing with the process.+<WRAP Box> If you need to run the utility again, contact your regional ESC consultant before proceeding, as your selections could significantly impact the results.
 </WRAP> </WRAP>
  
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 VCV Select one of the following **Accounting Period** options:  VCV Select one of the following **Accounting Period** options: 
  
-  * If **Current Accounting Period Close** is not selected on the Finance > Tables > District Finance Options > Accounting Periods tab, **Current** is selected. +  * If **Current (Open) Accounting Period** is selected on the [[finance:tables:districtfinanceoptions:accountingperiods|Finance > Tables > District Finance Options > Accounting Periods]] tab, **Current** is selected by default. 
-  * If **Current Accounting Period Close** is selected on the Tables > District Finance Options > Accounting Periods tab, **Next** is selected. +  * If **Next Accounting Posting Period** is selected on the [[finance:tables:districtfinanceoptions:accountingperiods|Finance > Tables > District Finance Options > Accounting Periods]] tab, **Next** is selected by default. 
  
 ^JV Number|Set to 999999 by default but can be changed. Type an alphanumeric journal voucher number. If a duplicate journal voucher number other than 999999 is entered, an error message is displayed. If a duplicate journal voucher number other than 999999 is typed, an error message is displayed. This field is required.| ^JV Number|Set to 999999 by default but can be changed. Type an alphanumeric journal voucher number. If a duplicate journal voucher number other than 999999 is entered, an error message is displayed. If a duplicate journal voucher number other than 999999 is typed, an error message is displayed. This field is required.|
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 VCV Select the current fund/years. Use the arrow buttons to move the selected fund/years from the left side to the right side of the page.  VCV Select the current fund/years. Use the arrow buttons to move the selected fund/years from the left side to the right side of the page. 
  
-VCV Click **Execute** to move the budget funds to the Finance general ledger. You are prompted to create a [[general:financebackup|backup (export)]].+VCV Click **Execute** to move the budget funds to the Finance general ledger. If performing this process in Budget, you are prompted to create a [[general:financebackup|backup (export)]].
  
 [[general:budgetmovebudgettofinanceerrorreport|Review the error report, if available.]] [[general:budgetmovebudgettofinanceerrorreport|Review the error report, if available.]]
general/financeeoyprocess/movebudgettofinance.1717161956.txt.gz · Last modified: 2024/05/31 13:25 by emoreno

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