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Rolling Over Budget Accounts

AGRIS Customer Documentation

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.

     

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

     

  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:

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