https://help.ascendertx.com/test/business/ 2026-04-03T23:48:34+00:00 https://help.ascendertx.com/test/business/ https://help.ascendertx.com/test/business/lib/exe/fetch.php/wiki/favicon.ico text/html 2026-01-30T13:52:29+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/beforeyoubegin_peimsreminders?rev=1769781149&do=diff Review the following PEIMS Edit rules to alleviate budget data warning errors. * A line is needed for 5829 - Matching State Funds for 5829 for 410 and for 101, 240 or 701. * At least one record with an amount >$0 that is coded to function 13 - instructional staff development. text/html 2026-01-30T20:10:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/beforeyoubegin?rev=1769803818&do=diff Review the following information and/or complete the tasks listed before you begin the Budget Process steps. Terms The following terms are used throughout the Budget processing steps. Term DescriptionExportA backup file of data as it stands at the time it is exported from the system. Export or backup files can later be used to restore data to its original state at the time of extraction. text/html 2026-02-13T17:27:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step1?rev=1771003638&do=diff Update tables 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). [Copy Finance Tables To Budget] VCV Click [Double-arrow Button] to move all code tables from the left side to the right side of the page. Optional: Select Preview Data to view a preview of each Finance table before it is copied to Budget. text/html 2026-01-30T17:10:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step2?rev=1769793041&do=diff Update Budget data Budget > Utilities > Update Budget Data IMPORTANT: Be sure to create an export for Budget tables prior to using this utility. Update the Budget Amended and Actual columns from file ID 5 in Finance or the last completed fiscal year. [Update Budget Data] Note: For history comparison purposes, it is very important to make sure that all entries for the last school year are updated before preparing this year's new budget file. Entries might include final check runs, journal v… text/html 2021-01-12T14:13:15+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step2a?rev=1610460795&do=diff VCV Click Execute to execute the process. The Update Budget Data Report is displayed with the old and new account codes that were updated. Review the report. [Update Budget Data Report Existing Accounts] VCV Click Process to continue processing. Otherwise, click Cancel to cancel processing. text/html 2026-01-30T14:49:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step3?rev=1769784575&do=diff (Optional) Compare Budget and Finance account code amounts The following inquiries are recommended to verify account code amounts: * Budget > Inquiry > Budget Account Codes Inquiry – Select Totals for all funds. * Finance > Inquiry > General Ledger Inquiry – (Finance file ID 5) Clear the Show Details option for all funds. text/html 2021-01-21T17:42:50+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step4?rev=1611250970&do=diff Export file ID N Budget > Utilities > Export by File ID This step should be completed prior to continuing the process. Create an export of file ID N. This page is used to copy the selected file IDs to a user-designated archive file. * If the file ID is N (next year), the export includes the budget tables as well as next year requisition and workflow tables. text/html 2026-01-30T14:59:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step5?rev=1769785175&do=diff (If necessary) Delete file IDs Budget > Utilities > Delete by File ID Log on to file ID N when performing this step. Delete the existing file ID that conflicts with the file ID to be moved. For example, delete file ID 6 2015-2016 to allow the 2025-2026 fiscal year to be stored in file ID 6. text/html 2018-03-26T22:16:26+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step5a?rev=1522102586&do=diff Image Use to move the appropriate file ID from the left side to the right side of the page and click Execute. text/html 2026-02-13T19:16:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step6?rev=1771010171&do=diff Copy the current year budget Budget > Utilities > Copy Current to New File ID Copy the current year data to another file ID (2025-2026 to file ID 6) for historical purposes. [Copy Current to New File ID Page] New File ID Click [Drop Down Arrow] to select the one-character file ID. This field represents the file ID to which you can move or copy funds. text/html 2026-01-30T15:12:14+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step7?rev=1769785934&do=diff Update Budget options Verify that you are logged on to file ID N when performing this step. Budget > Tables > District Budget Options Set up the necessary parameters associated with preparing next year's budget. Note: 61XX accounts and amounts are not displayed in the Requested column. text/html 2023-11-20T16:09:43+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step8?rev=1700496583&do=diff Reinitialize the budget Budget > Utilities > Reinitialize Budget Data [Reinitialize Budget Data Page] CAUTION: This step should only be performed one time, and you must run the prompted export. Due to the effects this process has on the Budget file, it is imperative that you back up the Budget file before starting the reinitialization process. text/html 2020-11-17T20:58:14+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step9?rev=1605646694&do=diff Verify the budget reinitialization results Budget > Inquiry > Budget Account Codes Inquiry Verify the results. VCV Select Summary. VCV Type the Account Code components. VCV Click Retrieve. The Account Code Inquiry - Summary report is displayed. VCV Verify that the amount in the This Yr Actual Amt text/html 2026-01-30T17:16:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step10?rev=1769793391&do=diff Update the fiscal year Budget > Utilities > Mass Change Account Codes > Mask Crosswalk Update the account code fiscal years to the new fiscal year (e.g., update fiscal year 6 to 7). [Mask Crosswalk Tab] VCV Complete the From Mask and To Mask fields. From MaskType the from fiscal year code you want to crosswalk.To MaskType the to fiscal year code you want to crosswalk. text/html 2026-01-30T17:26:45+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step11?rev=1769794005&do=diff Clear next year requisitions Budget > Utilities > Clear/Move NYR Requisitions to CYR Skip this step if your LEA does not use the next year requisitions feature. TIP: If your LEA uses the Next Year Requisitions feature, this step will clear those requisitions. It is recommended to wait until the Budget is open before entering Next Year Requisitions and to print the Requisition copy rather than the Purchase Order. text/html 2026-01-30T16:03:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step12?rev=1769788987&do=diff (If necessary) Delete funds Budget > Utilities > Delete Funds Delete the funds that are no longer needed in Budget. This page is used to delete all accounts for specific funds in the Budget master table. This function saves you from having to delete each account individually. A report of the deleted and not deleted funds is automatically generated. text/html 2026-01-30T17:35:13+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step13?rev=1769794513&do=diff (Optional) Clear Budget tables Budget > Utilities > Clear/Copy Budget Tables > Clear Budget Tables Clear the simulation tables or Budget crosswalk tables. TIP: Use the Budget > Utilities > Budget Level Processing > Recommendedtab to verify whether or not simulations exist for the logged-in user. Reports are not generated if simulations have been cleared. [Clear Copy Budget Tables Page] Clear budget tables: text/html 2020-11-17T21:00:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step14?rev=1605646833&do=diff Update Budget data Budget > Utilities > Update Budget Data Note: If mask crosswalks were performed in Finance they need to be performed in Budget before completing this step. If you need assistance with mask crosswalks, contact your regional ESC consultant. Update the current year Budget text/html 2021-12-16T13:47:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step14a?rev=1639662454&do=diff Budget > Utilities > Update Budget Data Note: If mask crosswalks were performed in Finance they need to be performed in Budget before completing this step. If you need assistance with mask crosswalks, contact your regional ESC consultant. Update the current year Budget Amended and Actual text/html 2021-12-15T19:32:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step15?rev=1639596750&do=diff Perform update Budget data comparison Budget > Inquiry > Budget Account Codes Inquiry Perform a comparison inquiry. VCV Select Summary. VCV Type the Account Code components. VCV Click Retrieve. The Account Code Inquiry - Summary report is displayed. Before update budget data: [Budget Account Code Inquiry Summary Before Update Budget Data] After update budget data: text/html 2026-01-30T15:48:29+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step16?rev=1769788109&do=diff Create a simulation Use any of the following tabs to create a budget simulation. * Budget > Utilities > Mass Increase/Decrease Account Codes > Requested * Budget > Utilities > Mass Increase/Decrease Account Codes > Recommended * Budget > Utilities > Mass Increase/Decrease Account Codes > Approved Example: If your user profile only allows access to 62XX accounts and you select, as part of the criteria, to update all 6XXX accounts, only the accounts that meet the 62XX criteria are ref… text/html 2020-11-17T21:03:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step16a?rev=1605647004&do=diff Copy level - Budget level processing Budget > Utilities > Budget Level Processing > Copy Level After the Budget is approved, the Next Year Approved column must be populated before the accounts and amounts can be moved to Finance. This utility is used to copy amounts from one budget level to another budget level. All amounts currently in the text/html 2020-11-17T21:02:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step16b?rev=1605646976&do=diff Post the simulation Budget > Utilities > Budget Level Processing Post the simulation in the tab of your choice. CAUTION: You can repeat this step multiple times; however, be aware that each time a simulation is processed, it overwrites the existing data. text/html 2021-03-25T14:17:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step17?rev=1616681879&do=diff Perform next year Budget data maintenance Use the Budget Data maintenance pages to update amounts and descriptions or add/delete accounts. * Budget > Maintenance > Budget Data > Requested * Budget > Maintenance > Budget Data > Recommended * Budget > Maintenance > Budget Data > Approved [Budget Data Recommended Tab] Use the Budget Data - Quick Entry maintenance pages to only update amounts. These pages are ideal for principals and directors. text/html 2018-02-13T22:42:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step18?rev=1518561755&do=diff Budget - Quick Entry (screenshot) Ideal for principals, directors to update amounts. text/html 2024-12-16T19:53:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step22?rev=1734378790&do=diff Delete prior year fund/fiscal years Budget > Tables > Account Codes > Fund Delete the fund/fiscal year(s) that are not needed in the 2025-2026 budget file. [Account Codes Fund Tab] Select the fund/fiscal years (rows) to be deleted. [Trashcan Icon] Delete a row. Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved. text/html 2026-01-30T17:00:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/step23?rev=1769792433&do=diff Export the 2026-2027 Board approved budget Budget > Utilities > Export by File ID After the budget is completed and approved by the Board, create an export and copy the budget data to a folder named: 2026-2027 Budget before Move to Finance. text/html 2018-03-07T19:23:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://help.ascendertx.com/test/business/doku.php/general/budgetprocessing/terminology?rev=1520450600&do=diff The following terms are used throughout the Budget processing steps. Term DescriptionExportA backup file of data as it stands at the time it is exported from the system. Export or backup files can later be used to restore data to its original state at the time of extraction.