The Rollover Budget feature allows you to roll the current year Adopted or Current budget numbers to the new year without having to export them to Excel.
Account mappings are respected between the old and new years.
Budget figures for all funds that exist in the new year are rolled at the same time. You don't have to perform the process for each fund.
The Rollover Budget command is also available on the Rollover Dashboard.
Select Budget Management from the Budget menu, and that window opens with the current fiscal year budget displayed.
Click Rollover Budget, and that window opens.
Select either Current Budget or Adopted Budget from the Rollover Budget Type drop-down list.
Click Rollover. The Result window opens when the process is complete.
Optional. Export the results to Excel or a PDF to enable you to review the proposed budget figures for the next year.
Click Close when you're finished with the Result window.
Select the next fiscal year from the Cycle menu, and review the proposed budget for each fund.
Return to Budget Management Overview
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4.1 © 2020 - Harris School Solutions - All rights reserved