The Budgets module allows you to choose to roll forward a remaining balance in any budget. The amount remaining in the last or current fiscal year will factor into the planned budget amount for the next fiscal year.
1. From the Setup menu, click Budgets.
2. Click the Expense Budgets tab to roll expense budgets.
3. Select the check box in the Roll column to choose which budgets will be rolled over.
To select all budgets, click the Roll check box in the header.
4. Click Rollover Budgets to finalize this process for the selected budgets.
5. A pop-up will appear upon trying to finalize the rollover. Click OK to continue.
At the bottom of the page, the Current Page Totals is listed. The totals here will change as you sift through pages. In the image shown, the Current Page Totals is just for page 1.
The Grand Totals shows the actual grand total for the different columns, such as Collected, Committed, etc. and is not affected by a change of the page.
1. From the Setup menu, click Budgets.
2. Click the Revenue Budgets tab to roll revenue budgets.
3. Select the check box in the Roll column to choose which budgets will be rolled over.
To select all budgets, click the Roll check box in the header.
4a. Click Rollover Budgets to finalize this process for the selected budgets.
a. To rollover accrued balances and all other revenue budgets together, select the Rollover Accrued Balances check box. Then click Rollover Budgets.
4b. Click Rollover Accrued Balances Only to rollover Accrued Balances only.
The setting When Accrued Balances Only are Rolled must be set via Setup > Settings > Miscellaneous tab before accrued balances can be rolled.
5. A pop-up will appear upon trying to finalize the rollover. Click OK to continue.
At the bottom of the page, the Current Page Totals is listed. The totals here will change as you sift through pages. In the image shown, the Current Page Totals is just for page 1.
The Grand Totals shows the actual grand total for the different columns, such as Collected, Committed, etc. and is not affected by a change of the page.
1. From the Setup menu, click Budgets.
2. Click the Internal Budgets tab to roll internal budgets.
3. Select the check box in the Roll column to choose which budgets will be rolled over.
To select all budgets, click the Roll check box in the header.
4a. Click Rollover Budgets to finalize this process for the selected budgets.
a. To rollover accrued balances and all other internal budgets together, select the Rollover Accrued Balances check box. Then click Rollover Budgets.
4b. Click Rollover Accrued Balances Only to rollover Accrued Balances only.
The setting When Accrued Balances Only are Rolled must be set via Setup > Settings > Miscellaneous tab before accrued balances can be rolled.
5. A pop-up will appear upon trying to finalize the rollover. Click OK to continue.
At the bottom of the page, the Current Page Totals is listed. The totals here will change as you sift through pages. In the image shown, the Current Page Totals is just for page 1.
The Grand Totals shows the actual grand total for the different columns, such as Collected, Committed, etc. and is not affected by a change of the page.
1. From the Setup menu, click Budgets.
2. Click the Budget Maintenance Templates tab.
3. Select the check box(es) in the Rollover column to roll select templates.
To select all templates, click the Rollover check box in the header.
a. Click Rollover Checked Templates to roll the selected templates.
4. Select the check box(es) in the Delete column to select templates to be deleted.
To select all templates, click the Delete check box in the header.
a. Click Delete Checked Templates to delete selected templates.
Navigating from page to page can be done clicking the Prev and Next buttons. To skip to a page, type the page number in the text box and press Enter.
Click the Excel icon in the Export section to export Initial Account Balances to an Excel spreadsheet.
Click the Printer icon in the Export section to print Initial Account Balances.
Click Filters to further breakdown data.
a. To add more than one filter to a column, click the green plus sign.
b. To delete an additional filter, click the red minus sign.
c. For additional filtering options, click the gray arrow for a filter pull-down.
You can also sort simply by clicking on any of the header names with double black arrows. Click once for ascending results, click twice for descending.
