Rolling Over Budget Accounts

Overview

Use this procedure to duplicate existing budget information for one fiscal year into the existing journal periods in next fiscal year. This job aid is a short-cut for updated the budget information into a new fiscal year if the budget data is constant from year to year.

To roll over budget accounts:

1. From the Toolbar, click LDG for General Ledger.

2. From the General Ledger menu, select Budget Information, and then select Rollover Budgets.

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3. In the Fiscal Year To Be Rolled Over box, type the first two digits of the selected journal period.

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4. Press Enter to display the date range of existing journal periods in the next fiscal year.

5. Click OK.

    

Learn more about Budget Information feature: