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Trace: • Generate the School YTD report • Calculate a sample payroll • otherhelpfulbudgetresources
general:otherhelpfulbudgetresources

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general:otherhelpfulbudgetresources [2018/06/22 15:58] – emorenogeneral:otherhelpfulbudgetresources [2020/11/12 15:42] (current) – emoreno
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-Review [[budget:reports:budgetreports|Budget > Reports > Budget Reports]]  +Review the following reports: 
  
-++++Image|{{:general:budget_reports.jpg|Budget Reports Page}}+++++[[budget:reports:budgetreports|Budget > Reports > Budget Reports]]  
  
-Review [[budget:reports:boardreports|Budget > Reports > Board Reports]]+{{:general:budget_process_-_budget_reports.jpg|Budget Reports Page}}
  
-++++Image|{{:general:board_reports.jpg|Board Reports Page}}+++++---- 
 + 
 +[[budget:reports:boardreports|Budget > Reports > Board Reports]] 
 + 
 +{{:general:budget_process_-_board_reports.jpg|Board Reports Page}} 
 + 
 +----
  
 [[budget:utilities:massdeletezerobalanceaccounts|Budget > Utilities > Mass Delete Zero Balance Accounts]] [[budget:utilities:massdeletezerobalanceaccounts|Budget > Utilities > Mass Delete Zero Balance Accounts]]
  
-Accounts with a zero amount in the **Current Year Original**, **Current Year Amendment** and **Current Year Actual** columns are deleted.+Accounts with a zero amount in the **Current Year Original**, **Current Year Amendment**, and **Current Year Actual** columns are deleted.
  
-++++Image|{{:general:mass_delete_zero_balance_accounts.jpg|Mass Delete Zero Balance Accounts Page}}+++++{{:general:budget_process_-_mass_delete_zero_balance_accounts.jpg|Mass Delete Zero Balance Accounts Page}}
  
-++++Image|{{:general:budgetprocessing:mass_delete_zero_balance_accounts_report.jpg|Delete Zero Balance Accounts Report}}+++++{{:general:budget_process_-_mass_delete_zero_balance_accounts_report.jpg|Delete Zero Balance Accounts Report}} 
 + 
 +----
  
 [[budget:utilities:masslockunlockfunds|Budget > Utilities > Mass Lock/Unlock Funds]] [[budget:utilities:masslockunlockfunds|Budget > Utilities > Mass Lock/Unlock Funds]]
  
-Lock or unlock single or multiple funds/accounts as needed. Remember, locked funds or accounts cannot be manually updated by the user, updated through utilities, or by a NY payroll interface.\\  \\  **Important**: Before performing a final backup, unlock funds and account codes as locked accounts are not moved to Finance. +Lock or unlock single or multiple funds/accounts as needed. Remember, locked funds or accounts cannot be manually updated by the user, updated through utilities, or by a NY payroll interface.\\  \\   
 + 
 +<WRAP center round important> 
 +**IMPORTANT**: Before performing a final backup, unlock funds and account codes as locked accounts are not moved to Finance.  
 +</WRAP> 
  
-++++Image|{{:general:mass_lock_unlock_funds.jpg|Mass Lock Unlock Funds Page}}+++++{{:general:budget_process_-_mass_lock_unlock_funds.jpg|Mass Lock Unlock Funds Page}}
  
-++++Image|{{:general:mass_lock_unlock_funds_report.jpg|Budget System Mass Lock Unlock Funds Report}}+++++{{:general:budget_process_-_mass_lock_unlock_funds_change_report.jpg|Budget System Mass Lock Unlock Funds Report}}
  
general/otherhelpfulbudgetresources.1529683085.txt.gz · Last modified: 2018/06/22 10:58 (external edit)

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