Contents
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What this process does
- This process describes the steps necessary to begin setup of the new Fiscal Year Budget.
- This process should be run at the beginning of the budget process.
Best Practices
- Enter New Account Codes- Enter any new account codes that will be used for your new budget into Financial Management.
Requirements
- The New Fiscal Year Must Be Open in Financial Management – https://rdasystems.freshdesk.com/en/support/solutions/articles/16000122715-open-financial-year
Budget Setup
- Open New Fiscal Year (in Financial Management): https://rdasystems.freshdesk.com/en/support/solutions/articles/16000122715-open-financial-year
- Expense Tab
- Retrieve Expenditure Accounts (for current budget fiscal year and prior budget fiscal year): https://rdasystems.freshdesk.com/en/support/solutions/articles/16000126176-retrieve-accounts-expenditures
- Retrieve Posted Expenditure Activity (for prior budget fiscal year): https://rdasystems.freshdesk.com/en/support/solutions/articles/16000126179-retrieve-post-activity-expenditures
- Create an Expenditure Budget: https://rdasystems.freshdesk.com/en/support/solutions/articles/16000126178-create-expenditure-budget-id
- Revenue Tab
- Retrieve Revenue Accounts (for current budget fiscal year and prior budget fiscal year): https://rdasystems.freshdesk.com/en/support/solutions/articles/16000126236-retrieve-accounts-revenues
- Retrieve Posted Revenue Activity (for prior budget fiscal year): https://rdasystems.freshdesk.com/en/support/solutions/articles/16000126237-retrieve-post-activity-revenues
- Create a Revenue Budget: https://rdasystems.freshdesk.com/en/support/solutions/articles/16000126233-create-revenue-budget-id